Submit a Manage Beneficiaries Request for Wealth Banking Service Process

Your service reps can create and submit a Manage Beneficiaries request by using the Manage Beneficiaries Omniscript.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To submit a Manage Beneficiaries request:	Customize Application

On the Wealth Management app, select Accounts from the dropdown.
On the Accounts tab, search for and select the account.
Click the Manage Beneficiaries quick action.
To select beneficiaries, do one of these:
- To select exisitng beneficiaries, select Yes. Select the beneficiaries and proceed to the next step.
- To add a beneficiary, select No, add a beneficiary. Enter the required details.
To add contingent beneficiaries, provide the required details and proceed to the next step.
On the Add Share Detail step, allocate share percentages for the primary and contingent beneficiaries.
To replicate the share allocation for any of the other financial accounts, in Selected Account, select the relevant financial account.
Review the beneficiary details, and click Submit.
A case is created in Salesforce for the Manage Beneficaries request.

Did this article solve your issue?

Let us know so we can improve!

Product Area