Change Sponsor and Beneficiary in Forms
Follow the below steps to change the sponsor and beneficiary in the forms when you find that a form was completed with the wrong Sponsor/Beneficiary details.:
- Navigate to the 'Case Info' and choose 'Forms' under the 'Document Assembly'.
- On the next page, you will see a list of forms added to your case, select the form you wish to edit.
- On the forms page, you will see "Stakeholders" on the right menu.
- Update the Sponsor/Beneficiary accordingly then click Update below the fields.
Information for the sponsor and beneficiary will be changed within the form.
NOTE: If the form was already created, you need to re-create the form to apply the changes.