v7 FreeBalance Help

Navigation  click the New Iconunder ,

1. Enter the Employee Beneficiaries information.

2. Enter the ID, as required.

• ID: Unique identification code of the Employee Beneficiary

3. Enter the Correlative Number.

• Correlative Number: Determines the priority order for beneficiaries of the same type, this sequence will be required if more than one beneficiary of the same beneficiary type is entered

4. Enter the First Name.

• First Name: First name of the beneficiary

5. Enter the Last Name.

• Last Name: Last name of the beneficiary

6. Enter the Date of Birth.

• Date of Birth: The beneficiary's date of birth

7. Select a Beneficiary Type from the drop-down menu.

• Beneficiary Type: The beneficiary type associated to the beneficiary

8. To enter the Employee, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Employee list, then select the Employee.

• Employee: For a benefit plan on execution, this attribute links the beneficiary to an employee entity in order to associate all the benefits for this beneficiary to a beneficiary type employee

9. Click on the Save and Return icon to save the Employee Beneficiary information and return to the Employee Retirement Benefit Plan screen, or click on the Discard icon  to discard the Employee Beneficiary entry and return to the Employee Retirement Benefit Plan screen.