Versions Compared

Old Version 1

changes.mady.by.user Brittany Noethen

Saved on

compared with

New Version 2

changes.mady.by.user Brittany Noethen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  • This section may be required for Qualified Personal Account Registrations.
  • This section may be required for Qualified Entity Accounts.
  • The beneficiaries section has a tabbed navigation menu within the page. The tabbed interface allows you to easily move among the information screens for each beneficiary when you have multiple beneficiaries.
  • Upon saving the information, the tab is named with the beneficiary’s name. The active tab will show in bold, black text.


BENEFICIARIES 
Load ExistingSee details about this function in the navigation section of this guide This field is used to search against the client information in your contact manager and find contacts that match your search criteria. Any contact in your contact manager can be used to populate the beneficiary. Start by typing the client’s name. Next, use your mouse to click on the name that you want to load. Clicking on the name will load any of the client’s existing information into the screen.
Type
  • Indicate if the Beneficiary is a Person or Entity
Primary
  • Indicate if this is the Primary or Contingent Beneficiary
First Name, Middle Initial, Last Name
  • Provide the Beneficiary's full name. If there are multiple beneficiaries, this name will show on the tab after it has been saved.
Share %
  • Indicate the share for this beneficiary. If there are multiple beneficiaries, the share for all beneficiaries must add up to 100%. If it does not, you will get this message upon submission of the transaction, "Contingent share percentage does not add up to 100."
  • All Primary Beneficiaries must add up to 100%, AND
  • All Contingent Beneficiaries must add up to 100%
Relationship
  • Indicate the relationship between the primary account owner and the beneficiary.
Social Security/Tax ID
  • Provide the SSN or TID of the beneficiary.
Date of Birth
  • Provide the DOB of the Beneficiary. Please use the (m/d/yyyy) format.
FUNCTION BUTTONS

Add Additional Beneficiary (Blue)

Image Modified

This button is used to add a beneficiary. When you click on this button, it adds a tab at the top for the new beneficiary. Once the tab is active, you can enter the information for the additional beneficiary.

Remove This Beneficiary (Red)

Image Modified

Use this button to delete the beneficiary that you have active. The active beneficiary tab will show with the beneficiary's name in bold, black text.