Amending a beneficiary

If a beneficiary's details have changed, the details are changed within the Find Beneficiary tab within Manage Beneficiaries.

  1. Select the Find Beneficiary tab
  2. Click the name of the beneficiary you want to change
  3. Select Amend
  4. Make the necessary amendments in the next screen
  5. Click Save

Changes to beneficiary details do not filter through to payments that are currently being processed; they will only apply to new payments. Changes to beneficiary details within Manage Beneficiaries do filter through to any template they're contained in. Refer to Help for Templates for further support.