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Manage Beneficiaries

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Add Beneficiary

  • Initially, we display all accounts along with their beneficiaries.
  • When the user clicks on the “Add Beneficiary” button, they are directed to a page where they need to upload the beneficiary details.
  • The customer provides the following beneficiary details: Name, SSN, DOB, and Relationship.
  • If the customer is new, we will add the customer directly.
  • If the customer already exists, we will check if the provided Last Name and DOB match the existing records.
    • If there is a match, we will add the beneficiary to the existing customer’s account.
    • If the provided details do not match, a pop-up will appear stating, “Unable to add Beneficiary, please contact support.”
  • If the number of beneficiaries has reached five, a pop-up will indicate that the maximum limit has been reached.
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