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 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.