We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
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Anonymous
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The suggestion may be planned, but there is no timeline on this feature being added.
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Michele Allen
commented
With our company change it would have been nice to do a bulk Beneficiary report for all our clients. All their account #'s will be changing, and it would have been beneficial to us to have the client name and beneficiaries in an excel spread sheet.