Create a Beneficiary Type

This screen requires allows the user to be able to define possible Beneficiary types with a tab at the bottom to define the different Benefit Shares per Beneficiary type. Some examples of beneficiary types include current wife, father, mother, child, guardian, ex-wife, etc.  To ADD a Beneficiary Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Beneficiary Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID and select the Language, as required.

• ID: Unique identification code of the Beneficiary Type.
• Language: Language used.

4. Enter Name.   

• Name: Name of the beneficiary.

5.   Click on the Save icon  at the bottom of the Beneficiary Type to save your new Beneficiary Type information. A window will appear to confirm.

Delete a Beneficiary Type

This screen requires allows the user to be able to define possible Beneficiary types with a tab at the bottom to define the different Benefit Shares per Beneficiary type. Some examples of beneficiary types include current wife, father, mother, child, guardian, ex-wife, etc. To DELETE a Beneficiary Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Beneficiary Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Beneficiary Type, leave all fields blank.
• Click Find
• Select the Beneficiary Type you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Beneficiary Type.
5. A window will be displayed confirming the Beneficiary Type has been deleted                                                                                                                                                                            
    

To Verify that the Beneficiary Type has been Deleted:

1. Click on the Search icon
2. Enter the Beneficiary Type information
3. Click on the Find icon
4. The window will appear

Modify a Beneficiary Type

This screen requires allows the user to be able to define possible Beneficiary types with a tab at the bottom to define the different Benefit Shares per Beneficiary type. Some examples of beneficiary types include current wife, father, mother, child, guardian, ex-wife, etc. To MODIFY a Beneficiary Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Beneficiary Type, leave all fields blank.
2. Click on the Find icon .  The list of Beneficiary Type meeting the retrieval criteria  will appear.
3. Click on the Beneficiary Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.