v7 FreeBalance Help

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.