Adding or Changing a Joint Owner or Beneficiary

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Add Joint Owner/Beneficiary or Change Joint Owner/Beneficiary

2753

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This screen appears when you select to "Enroll a member in a household" on this screen.

This window is used to view or add a new joint owner or beneficiary link to another member or non-member record.  If the member is already enrolls in a household, the screen will read, "Currently enrolled in household xxxx."

Learn more about this screen and how to enroll a member in a household on this screen.

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#2753g.htm