You can modify the existing beneficiary details, add a new beneficiary, and delete the existing beneficiary details added to the CD account using this screen.

1. On the Homepage, from the Certificate of Deposit Services mega menu, under Certificate of Deposits, under Maintenance, click Beneficiary or specify Beneficiary in the search icon bar and select the screen.

   The Certificate of Deposit Beneficiary Details Update screen is displayed.

   Figure 2-49 Certificate of Deposit Beneficiary Details Update

   
   

   
   Description of "Figure 2-49 Certificate of Deposit Beneficiary Details Update"

   
   
2. Click the Search icon or specify the account number in the Account Number field, and press Enter or Tab.
   The details are displayed in the screen.

   Figure 2-50 Certificate of Deposit Beneficiary Details

   
   

   
   Description of "Figure 2-50 Certificate of Deposit Beneficiary Details"

   
   

   Note:

   If no beneficiary is added to the selected account, then there are no details displayed in the Beneficiary Details section.
3. In the Beneficiary Details section, you can view the details of the beneficiary if already added to the account.For more information on fields, refer to the field description table.

   Table 2-34 CD Beneficiary Details Update – Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Amount Name	Displays the name of the account holder for the selected account number.
   Payable on Death	This option is to maintain a beneficiary to the account in the event of primary customer's death. When this switch is toggled ON, at least one beneficiary record must be present for the account. If no beneficiaries are present in the account, then the system displays an error message.
   Beneficiary Details	This section displays the details of the beneficiary added to the CD account.
   Beneficiary Name	Displays the name of the beneficiary.
   Relation Type	Displays the relationship of the beneficiary.
   Date of Birth	Displays the beneficiary date of birth.
   Minor	Displays whether the beneficiary is a minor or major.
   Guardian	Displays the name of the guardian, if the beneficiary is a minor.
   Actions	Displays the following icons to perform the action: View: For information on this action, refer View Beneficiary Details. Edit: For information on this action, refer Edit Beneficiary Details. Delete: If you click this icon, then a confirmation message is displayed that the beneficiary details will not be recovered. To proceed with deletion, you need to click Delete.

4. Click Submit.
   The screen is successfully submitted for authorization.

• Add Beneficiary
  You can add a beneficiary to a CD account.
• View Beneficiary Details
  You can view the details of the beneficiary added to a CD account.
• Edit Beneficiary Details
  You can edit the beneficiary details that are already added to a CD account.