The Beneficiary Page and associated report serves as a checklist that adds value to your client meeting conversations. You'll be able to clearly show your clients which assets are assigned to a beneficiary and contingent beneficiary and which are not, as well as the values assigned to them. The page is accessed by clicking the Beneficiary option on the household tools menu.

Remember to assign beneficiaries and contingents on the Details tab of the asset's edit window. Remember that the contingent must be a member on the Asset-Map to be designated as a contingent.

To add a Member, click the Actions Menu, then Member to create a person who will appear on the map, or use the Member Page of the Household to add people and entities that will not appear on the map, but be available for use as a Beneficiary.

Add a Member for the map:

Add a Member not on the map:

Use the Beneficiary and Contingent selectors to assign the beneficiaries on the Details tab of a Financial. Assign desired allotment percentages as well.

Choose from the member or entity listed at the top of the page from whom their assets are designated to be distributed to. Select the type of Beneficiary whom the assets of the member is assigned to.

The distributable assets are grouped into four categories:

A lighter gray value assumes the spouse is the primary beneficiary.

A black text value indicates the member was specifically selected.

Clicking the name of the financial in the Category column (blue text) opens the financial's edit/information Details page where beneficiaries and contingents can be selected or edited.

Click the Visualization icon in the upper right area to change the table view into a block view for both Beneficiaries and Contingents. Each tile represents its financial on the map.

An electronic version of the Beneficiary Checklist table view can be generated by clicking the PDF icon. It can be included in a comprehensive report or generated independently by checking the Beneficiary options on the Reports page.

10/2024