Once a new member has been added using the New Member Details menu option, beneficiaries may be added by selecting the Add Beneficiary Details from the sub-menu on the left.
Note:
The addition of beneficiary details must be done BEFORE the member details are finalized via the Finalize Member Update menu item. Refer to Finalize Member Update below.
The Beneficiary Details screen will be displayed.
This screen displays the name of the member and the scheme.
Capture data as follows in order to create a beneficiary:
|
Relationship |
The beneficiary's relationship to the member. The following are examples of options available in the drop-down box: - DEPENDANT - SPOUSE |
|
Surname |
The beneficiary's surname. |
|
Initials |
The beneficiary's initials. |
|
First Names |
The beneficiary's first names. |
|
Date of Birth |
The beneficiary's date of birth. |
|
ID Number |
The beneficiary's identity number. |
Once all the necessary details have been added, click SAVE.
The Beneficiary Details screen will be displayed.
The beneficiary just added will be listed.
The member update (and beneficiary if applicable), must now be finalized by selecting the Finalize Member Update menu option. Refer to Finalize Member Update below.