- Navigate to Funds from the Home page.
- Select the desired Fund.
- Click Add Beneficiary from the left-side menu.
- Choose a Grantee or an Internal Fund to receive the Distribution.
- Repeat these steps to add additional beneficiaries.
Consider the following when adding Distribution Beneficiaries:
- If a fund only has one (1) beneficiary, that beneficiary will automatically receive 100% of the distribution.
- If the fund has multiple beneficiaries, you will need to set each beneficiaries’ distribution allocation by percent.