To add more than one beneficiary, click  in the Beneficiaries tab located at the bottom of the page. Next, you need to go through the following steps:

§  Select the Beneficiary name;

§  Enter Share % for that beneficiary. Note that upon saving the quotation, all beneficiaries’ percentage shares must add up to 100%;

§  The system will automatically retrieve the Beneficiary’s Account Number according to your insured customer selection;

§  Enter any necessary Notes;

§  Click to save you work;

§  Repeat the previous steps to add more beneficiaries.