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View Beneficiary Information

Tutorials > Inquiry > View Beneficiary Information

I would like to see all beneficiaries for my account.

Steps

  1. optional: You may have to perform a customer search and/or inquiry to get the proper account.
  2. Perform a AcctBenfInq to inquire on account beneficiary information for non-retirement accounts.
  3. Perform TaxPlnBenfSrch to request a tax plan’s beneficiary and is independent of the Tax Plan Account Search. A request is made for beneficiaries listed on a specific tax plan.

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 accountsCustomer
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 Wed Mar 4 2026