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More info

Display Beneficiaries

Enterprise SOAP API > Tutorials > Inquiry > Display Beneficiaries

I’d like to find all of the beneficiaries on my account.

Steps

  1. optional: You may have to perform a customer search and/or inquiry along with an AcctInq to get the proper account.
  2. Perform an AcctBenfInq or TaxPlnBenfSrch depending on whether it is a retirement account.

Referenced and Associated Operations

It is highly recommended that as part of referencing this use case that a user becomes familiar with the following jXchange operations and their function. While the user may elect to not use the listed operation as part of their programming or workflow, knowledge of the operations listed below is essential to understanding the process set forth with this use case.

Detailed information about the operation, the request structure/response, error messages and other useful information can be obtained by clicking the operation name below.

Operation NameDescriptionXSD/WSDL Container
AcctBenfInqInquire on account beneficiary information for non-retirement accountsInquiry
TaxPlnBenfSrchRetrieve information on the beneficiary of a retirement account planInquiry
AcctInqInquire on an existing accountInquiry
CustInqInquire on existing customer informationCustomer
CustSrchSearch for an existing customer(s)Customer
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Last updated Thu Jul 14 2022