This article will guide you through the beneficiaries tab of the Excel Fund Loader. The Beneficiaries tab is where you enter the details of any beneficiaries of the trust
This tab is only applicable for Trust
- This column will either validate or provide information on the row that follows it
- Beneficiaries' details should be entered here. All pink fields become mandatory when you enter data in the first given name row
- This is where the member address information should be entered (These fields are not mandatory).
- Enter the TFN numbers. These will be validated for correctness (The true/false answers will default per the information column)