Beneficiaries

The Beneficiaries List section displays an overview of the company’s beneficiaries.

The list contains each beneficiary’s:

• First and Last name, And

• Percentage of Ownership.

Beneficiaries List, Overview

Adding a Beneficiary

To Add a Beneficiary:

1. Click the Add New Beneficiary button to add a new beneficiary to the list.

Beneficiaries List, New Beneficiary Button Location

2. Enter the beneficiary’s First Name, Last Name and Beneficiary Percentage into their respective input fields.

Beneficiaries List, Add Beneficiary Info Popup

Note

• All fields are required to add a beneficiary.

Other Actions

To Perform Other Actions:

1. Find the Action column.

Beneficiaries List, Action Location

• See View or Edit a Beneficiary’s Details below for how to view or edit a beneficiary’s details.

• See Delete a Beneficiary below for how to delete a beneficiary.

View or Edit a Beneficiary’s Details

1. Click the View Beneficiary to view a beneficiary’s details.

Beneficiaries List, View Beneficiary Info Popup

Note

Follow the steps listed in the Other Actions section to find the View Beneficiary Button.

To Delete a Beneficiary:

1. Click the Delete Beneficiary to remove a beneficiary from the list.