Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
Monica McCracken
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Kristie Marshall-Snodgrass
commented
I agree with the decimal point percentages as well as offering a dollar amount, if that is the case.
My biggest concern is the "per stirpes" check box! Please add this simple check box.
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Anonymous
commented
Just having a per stirpes box would be helpful.
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Anonymous
commented
Also, designations aren't always a percentage, sometimes they are specific dollar amounts. It would be nice if the percentages didn't round to a whole number too. If we type in 16.67%, it should show that way on the accounts page instead of rounding every bene up to the next whole number.