v7 FreeBalance Help

Overview

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.

Navigation

How to SEARCH:

1. Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Beneficiary Types, leave all fields blank.
2. Click on the Find icon . 

The Beneficiary Type screen includes the following fields: