Proof of Existence Details (Beneficiary Product)

Select Proof of Existence Details from the sub-menu on the left. 

The Proof of Existence Details List screen will be displayed.

This screen displays the members details along with a list of attempts at getting proof of existence details from the member.

Select an entry from the list and click OPEN to view the details of that entry.

Click NEW to create a new entry.

New

Click NEW, the Proof of Existence Details screen will display.

Capture the date of Last Contact (required).

Select the POE Method used, TELEPHONE or WALK IN.

Capture the COE Sent Date.

Capture the COE Received Date.

Enter any additional information required in the Note field.

Click SUBMIT.  The Proof of Existence Details List will display with the captured item added to the list.