Add Beneficiary

The Add Beneficiary section on the Maintain Vehicle (Page 1), designates a beneficiary and allows the transfer of the vehicle upon the death of the owner.

Please refer to the VLIC-3.506, as needed.

To designate a beneficiary to whom vehicle ownership will transfer upon death

1.If not already open, Open the Customer Console using the customer's number or name.

From the Console Go To .....

Path to Follow .....

Alerts Grid

There are no alerts for this transaction.

Vehicle Grid

1.Expand the Vehicles section by clicking somewhere in the green bar.

2.Click the Button_DownArrow in the Direct field next to the desired vehicle.

3.Scroll down and select Maintain Vehicle (Page 1). TTLMV1 appears in the Direct field.

4.Click the Button_QuickLink button.  The Maintain Vehicle - Page 1 transaction form opens with the customer and vehicle information populated.

5.Continue with the steps below.

Transaction Menu

1.Click the Transaction Menu button in the Main Menu Bar.

2.Navigate to Titling Transactions>Maintain Vehicle (Page 1)(TTLMV1) and click it.

3.The Maintain Vehicle (Page 1) inquire form opens. Enter the required key combinations.

4.Click the Inquire Button_Inquire button. The Maintain Vehicle - Page 1 transaction form opens with the customer and vehicle information populated.

5.Continue with the steps below.

Command Line

1. Enter TTLMV1 on the Direct command line, then press the Enter key.

2. The Maintain Vehicle (Page 1) inquire form opens. Enter the required key combinations.

3. Click the Inquire Button_Inquire button. The Maintain Vehicle - Page 1 transaction form opens with the customer and vehicle information populated.

4. Continue with the steps below.

Quick Navigation

From the Maintain Vehicle (Page 1) screen

Click the Quick Navigation Button_QuickNavigation button on the Transaction Button bar to go to

•Change All Addresses

•Maintain Vehicle (Page 2)

•Maintain Vehicle (Page 3)

•Maintain Vehicle Owners

2.Scroll down to the Beneficiary Information section.

3.Enter the customer number of the beneficiary.

4.Click the Process Button_Process button.  mySelect retrieves the customer's information and displays it in the Beneficiary Information section.

5.Scroll down to the Beneficiary Information section and verify the information.

If the information is ...

Then ...

Correct

1.Click the Yes button next to Verify Beneficiary.

2.Click the Process Button_Process button.

Incorrect

1.In the Customer Number field enter another customer number or correct the one entered.

2.Click the Process Button_Process button.

6.Click the Process Button_Process button. The transaction is processed. The Transaction Details dialog appears with the TRANSACTION PROCESSED ######## message (########=the current title number).

7.Click the Close Button_Close button to close the Transaction Details dialog.

8.Click the Close Button_Close button to complete the transaction.

 

Topic Last Edited: 1/25/2017