The Browse Beneficiaries screen is where you may view the beneficiaries, the balance of the Unpaid Present Entitlements that each hold, as well as basic information about each beneficiary.

Navigate to Fund or Trust Level > Beneficiaries > Browse beneficiaries

1. Add new person - Button to add a new person as a beneficiary
2. Add new organisation - Button to add a new organisation as a beneficiary
3. Number - Unique number to identify the beneficiary
4. Name - Name of the beneficiary
5. Birth Date - Beneficiary's date of birth
6. Age - Displays the age of the beneficiary
7. Status - Can be either one of active or pending
8. Account Name - Name of the account
9. Balance - Current balance of the beneficiary account
   
   

What's Next?

Learn how to view and edit the details of a beneficiary. For further information see Adding a New Beneficiary