This topic provides the systematic instructions to capture the details of the beneficiary for the account.

1. To continue to the Next data segment, click Next after successfully capturing the current data segment

   The Beneficiary Details screen displays.

   Figure 2-6 Beneficiary Details

   
   

   
   Description of "Figure 2-6 Beneficiary Details"

   
   
2. Specify the fields on Beneficiary Details screen.

   Table 2-6 Beneficiary Details

   Field	Description
   Beneficiary Details	This section displays the beneficiary details.
   Add Beneficiary Details	Click add to add the beneficiary details.
   Title	Select the title of the applicant.
   First Name	Specify the first name of the applicant.
   Middle Name	Specify the middle name of the applicant.
   Last Name	Specify the last name of the applicant.
   Suffix	Specify the suffix for the applicant.
   Birth Date	Select the date of birth of the applicant.
   Minor	Select if the applicant is minor.
   Relationship	Select the relationship from the drop-down list. The available options are: Spouse Mother Son Daughter Guardian
   Percentage	Specify the percentage value from 1 to 100.
   TIN Type	Select the TIN type from the drop-down list. The available options are: Social Security Number Employer Identification Number Adoption Identification Number Individual Tax Identification Number
   Beneficiary Address Details	This section displays the beneficiary address details.
   Address Type	Select the address type for the applicant from the drop-down list. Residential Address Communication Address
   Address Line 1	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 2	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 3	Specify the building name. Note: The maximum length is 35 characters.
   Country	Select and search the country code.
   Zip Code/Post Code	Specify the zip or post code of the address.
   Beneficiary Contact Details	This section displays the beneficiary contact details.
   Add Contact	Click to add the contact details of the applicant.
   Communication Mode	Select the communication mode from the drop-down list. The available options are: Mobile Phone Email
   Contact Sub Type	Select the contact type from the drop-down list. The available options are: Residence Business Mobile Others
   Action Tabs	The available actions are: Delete: Click to delete the added record. Save: Click save to save the added record.
   Guardian Details	This topic displays the guardian details
   Relationship	Select the relationship of the applicant from the drop-down list.
   Title	Select the title of the applicant from the drop-down list.
   First Name	Specify the first name of the applicant.
   Middle Name	Specify the middle name of the applicant.
   Last Name	Specify the last name of the applicant.
   Suffix	Specify the suffix for the applicant.
   Birth Date	Select the birth date of the applicant.
   Guardian Address Details	This topic displays the address details of the guardian.
   Address Type	Select the address type for the applicant from the drop-down list. Residential Address Communication Address
   Andres Line 1	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 2	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 3	Specify the building name. Note: The maximum length is 35 characters.
   Country	Select the country from the drop-down list.
   Zip code	Specify the zip code or post code of the address.
   Guardian Contact Details	This topic displays the contact details of the guardian.
   Add Contact	Click add to add the contact of the guardian.
   Communication Mode	Select the communication mode from the drop-down list. The available options are: Mobile Phone Email
   Contact Sub Type	Select the contact type from the drop-down list. The available options are: Residence Business Mobile Others
   Contingent Beneficiary Details	This topic displays the details of contingent beneficiary.
   Title	Select the title of the applicant.
   First Name	Specify the first name of the applicant
   Middle Name	Specify the middle name of the applicant
   Last Name	Specify the last name of the applicant
   Suffix	Specify the suffix for the applicant.
   Birth Date	Select the birth date of the applicant.
   Relationship	Select the relationship from the drop-down list. The available options are: Spouse Mother Son Daughter Guardian
   Percentage	Specify the percentage value from 1 to 100.
   TIN Type	Select the TIN type from the drop-down list. The available options are: Social Security Number Employer Identification Number Adoption Identification Number Individual Tax Identification Number
   Tax Identification Number	Specify the tax identification number.
   Contingent Beneficiary Address Details	This topic displays the address details of contingent beneficiary.
   Address Type	Select the address type for the applicant from the drop-down list. Residential Address Communication Address
   Address Line 1	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 2	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 3	Specify the building name. Note: The maximum length is 35 characters.
   Country	Select the country from the drop-down list.
   State	Select the state from the drop-down list.
   Zip Code/Post Code	Specify the zip code or post code of the address.
   Contingent Beneficiary Contact Details	This topic displays the contact details of contingent beneficiary.
   Add Contact	Click add to add the contact of the guardian.
   Communication Mode	Select the communication mode from the drop-down list. The available options are: Mobile Phone Email
   Contact Sub type	Select the contact type from the drop-down list. The available options are: Residence Business Mobile Others

3. Click Next to navigate to the next data segment, after successfully capturing the data. The system validates all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message prompting the user to take corrective action.The user cannot advance to the next data segment until all mandatory data has been entered.