There is an assumption that you are in the process of entering a Trust Applicant and you are on the Trust Applicant page.
Step-by-Step Instructions
Step 1
To add a Beneficiary, you will need to be on the Current Situation tab, Trust Applicants Menu icon.
Step 2
Use the Arrows to select the Number of Beneficiaries associated with the Trust Applicant.
Notice that new fields appear, requiring further information about each Beneficiary.
Step 3
Important Note: A Beneficiary may either be:
- An Applicant (Person or Company) - an Applicant on this loan application
- A Related Party (Person or Company) - a 3rd party and NOT an Applicant on this loan application
Click on the Add Data button (+ sign).
Select the appropriate type of Beneficiary and enter the required information.
Step 4
Once you have successfully added the Beneficiary, you are taken back to the Trust Applicant page.