Submit a Manage Beneficiaries Request for Retail Banking Service Process

Your service reps can capture and submit a Manage Beneficiaries request through 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 customer’s Account record page, in Action Launcher, select the action for managing beneficiaries.
Select the financial account that you want to add a beneficiary to or remove a beneficiary from.
To add a beneficiary, select the add option. Enter the details of the beneficiary, such as beneficiary name, email, birth date, relationship with the beneficiary, and address.
If the beneficiary is a minor, enter the guardian’s details.
To remove beneficiaries, select the delete option. Select the beneficiaries that you want to remove.
Review the beneficiary's details, and submit the request.

A case is created in Salesforce for adding or removing a beneficiary request.

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