PoliciesPolicies\PoliciesPolicies\Add PoliciesAdd Policies\Add Beneficiaries
Add Beneficiaries

 

 

To add more than one beneficiary to the policy, you need to click  in the Policy Beneficiaries List block and then perform the following:

 

§  Select the name of the Beneficiary you want to add;

§  Specify the added beneficiary’s Share Percentage of the policy. Note that the share percentage of all beneficiaries within the same policy must add up to 100%;

§  The beneficiary’s Account Number will be automatically retrieved by the system;

§  Click  to save your work. Repeat the above-mentioned steps to add another beneficiary;

 

 

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