This page will guide you through the process of adding beneficiary details to a member's account. This includes adding and recording details of the member's death benefit nominations.
Navigate to Fund Level > Members > Browse Members
- Select the particular member
- Select the Beneficiary Details tab
- Enter Effective Date in the following date format DD/MM/YYYY
- Select the Nomination Type from the drop-down
- Enter Expiry Date if applicable in the following date format DD/MM/YYYY
- Enter Details of the nomination type
- Click Save
Learn how to enter other member details such as Member Insurance Details and Member Transitions - Recording a Condition of Release information.