Customer Relationship Management Screens > General Information Screen > Retirement Plans tab

The list view on this tab displays information about any beneficiaries on the customer retirement plan (pertaining to the indicated household, if the household search field is in use).

crmgi_beneficiaries

Customer Relationship Management > General Information Screen > Retirement Plans Tab, Beneficiaries tab

This list view contains information about all beneficiaries listed on the customer retirement plan. This list view displays a beneficiary's system-defined Sequence Number, Name, Birth Date, status of Spousal relationship to the account owner, payment distribution Option, the Original Percent initially available to the beneficiary upon the account owner's death, and the Current Percent available to the beneficiary following the account owner's death.

Click on any column header to organize the list view by that column's information type. Retirement plans are set up for customer accounts on the Deposits > Retirement > Retirement Plan screen.