v7 FreeBalance Help

This screen requires allows the user to be able to define possible Beneficiary types with a tab at the bottom to define the different Benefit Shares per Beneficiary type. Some examples of beneficiary types include current wife, father, mother, child, guardian, ex-wife, etc. To DELETE a Beneficiary Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Beneficiary Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Beneficiary Type, leave all fields blank.
• Click Find
• Select the Beneficiary Type you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Beneficiary Type.
5. A window will be displayed confirming the Beneficiary Type has been deleted                                                                                                                                                                            
    

To Verify that the Beneficiary Type has been Deleted:

1. Click on the Search icon
2. Enter the Beneficiary Type information
3. Click on the Find icon
4. The window will appear