To maintain Beneficiaries for the selected policyholder, select Beneficiaries on the sub-menu on the left. The List of Beneficiaries screen will be displayed.
This screen displays details of all existing beneficiaries for the policyholder and the date on which these details were last updated.
To view the details of an existing beneficiary, highlight the line for the beneficiary (if one exists), and click OPEN. The List of Beneficiaries screen will be displayed.
To remove an existing beneficiary, highlight the line for the beneficiary on the List of Beneficiaries screen, and click DELETE. The following confirmation screen will be displayed.
Click YES to confirm that this beneficiary must be deleted. The List of Beneficiaries screen will be displayed, and the beneficiary will be removed.
To add details for a new beneficiary, click NEW. The Add a Beneficiary screen will be displayed.
Note:
If a Beneficiary Details Disclaimer has not been captured on the System, the Add a Beneficiary screen will not be displayed for data capture, and the following error message will be displayed:
Beneficiary Details Disclaimer has not been captured.
Click OK to remove the message, and capture a Beneficiary Details Disclaimer.
Disclaimers may be defined at either a Scheme or an Infrastructure (default) level. For more details on Scheme Disclaimers, refer to Disclaimers (Schemes) under
Product launch Requirements
Additional Menu Options
For more details on Infrastructure Disclaimers, refer to Disclaimers (Infrastructure) under
Infrastructure
System Data
Capture data in the blank fields as follows:
|
Beneficiary Details |
|
|
Surname* |
The last name of the beneficiary. |
|
Initials* |
The initials of the beneficiary. |
|
Title * |
Select a title from the drop-down list on the screen. |
|
First name(s) |
The first names of the beneficiary. |
|
Date of Birth* |
The birth date of the beneficiary in the format DD/MM/YYYY, e.g. 19/06/1955. |
|
ID Number* |
The national identity number of the beneficiary. |
|
Type of ID* |
Select an Identification Type from the drop-down list on the screen. |
|
Gender |
The sex of the beneficiary. Select a value from the drop-down list. |
|
Language* |
Select the beneficiary’s preferred language from the drop-down list on the screen. |
|
Relationship* |
Select the relationship of the beneficiary to the member from the drop-down list on the screen, e.g. spouse. |
|
Nomination Date |
The date from which the beneficiary has been nominated. |
|
Percentage* |
The percentage of the member's benefit that must be paid to this beneficiary in the event of the member's death. |
|
Postal Address |
The postal address of the beneficiary. |
|
Postal Code |
The postal code of the beneficiary's address. |
Note:
An asterisk (*) alongside a field indicates that the field may not be blank.
To clear the data that you have captured from the screen click RESET.
To return to the List of Beneficiaries screen without saving the data captured, click CANCEL.
Capture the required data, and click SAVE. The List of Beneficiaries screen will be re-displayed showing the data captured.
Validation
The system will validate that one of the tick boxes has been selected. If none have been ticked, the following error message will be displayed:
You have not indicated whether or not you would like the benefit transferred to a trust
Click OK to remove the message. Make the required selection on the Add Beneficiary for Pension Fund screen.