Beneficiary Information menu

You can use the menu on the
Beneficiary Information
window to do the following actions.
  • Beneficiary
    • Add, Insert, and Delete beneficiaries.
    • Print beneficiary reports.
    • Close the Beneficiary Information window to return to the current input screen or form.
  • Edit
    • Cut, Copy, and Paste beneficiaries.
    • Enter a beneficiary note
    • Open the Find window to can search for a specific beneficiary
    • Use the calculator.
  • Column Sort the Beneficiary Name list in the Beneficiary Information window in either ascending or descending order.
  • Help
    • View Help and Support.
    • View current license information.
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