Adding/Removing a Beneficiary 

 Adding/Removing a Beneficiary Adding a Beneficiary

Adding a Beneficiary

1. Open a Transaction work area
2. Search for the member
3. Use the Chevron icon to open the Relationship Tree
4. Right-click on the account, share, or loan in which you want to add a person
5. Select Insert > Insert Share Person Link > Insert First or Insert Last
6. In the Person field, select or search for the person.
7. In the Category field, select Beneficiary.
8. No other fields need to be Changed.
   
   
   
9. Click Insert
10. Repeat these steps for each account the beneficiary is being added to
11. Complete and obtain Signatures on new MSA(s) showing beneficiary

Removing a Beneficiary

1. Open a Transaction work area
2. Search for the member
3. Use the Chevron to open the Relationship Tree
4. Click the record you want to remove
   
5. In the resulting record, click Delete
6. Repeat these steps for each account the beneficiary is being removed from
7. Complete and obtain Signatures on new MSA(s) showing removal of beneficiary