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Add an Account Beneficiary

Tutorials > Deposit > Add an Account Beneficiary

A request is made to add a beneficiary to an existing, non-retirement account.

Steps

  1. The user collects the information relevant to the request.
  2. The user passes in the AcctBenfAdd operation populated with the account number, account type and beneficiary information.

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
AcctBenfAddAdd account beneficiary information for non-retirement accountsCustomer
AcctBenfModAdd account beneficiary information for non-retirement accountsrCustomer

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Last updated Wed Mar 4 2026