DER Beneficiary Designation Code
Does anyone know what the code is for adding beneficiary designation via DER. We created Beneficiary DER to upload beneficiaries census information via CSV successfully. Unfortunately, the Beneficiary Designation will not update because it is a drop down (Spouse, Non Spouse, Trust, Child). It seems this needs to be entered as a code, does anyone know what the code is or how I can get that populated via DER using Relius 2019?
3 Views