Marking Beneficiaries as Inactive

Marking Beneficiaries as Inactive:

1. If a client wants to remove a beneficiary, they can choose to mark them as 'Inactive'.

1. Under 'Beneficiaries' select 'View Beneficiaries'
   

1. Scroll through the list of beneficiaries to find the specific beneficiary.
2. Click the yellow screen on the right of the beneficiary to view the beneficiary's details.

1. In the top right, click the slider titled 'Active', this will then mark the beneficiary as inactive.

• Related Articles

• Editing Beneficiaries

  Within 'View Beneficiaries' there is the option to edit the beneficiary Select the editing icon on the right side of the screen On this page you can edit the details of a beneficiary

• Manage Beneficiaries

  Adding a new Beneficiary A beneficiary is a person (or entity) who is designated to receive the benefits by someone else For example - You want to transfer $US1000 to your sister in Australia to transfer to $AUS The currency selected should be the ...

• Uploading Beneficiary Documents

  Within 'Upload Beneficiaries' there is the option to upload beneficiary documents To create a new beneficiary you can either upload documents or manually enter the details outlined here