Embedded Files
Beneficiary
Beneficiary
Type of Beneficiary: defines the person or entity your Payee has named in their will or insurance policy to receive the death benefit payment.
STP Payee Payroll ID: Unique Payee Identifier which may differ from the Payee Code. Typically alphanumeric (Aa - Zz, 0 - 9).
Beneficiary TFN: Unique Identifying Number assigned to the Beneficiary by tax authorities OR an Exemption Number (Trustee ONLY) if the Beneficiary has not provided their TFN.
Tax Treatment: Tax Treatment assigned within the Beneficiary.
Income Stream assigned within the Beneficiary.
Tax Treatment Code: Tax Treatment Code assigned within the Beneficiary.
Employment Basis: Employment Basis within the Beneficiary.
Birthdate: Day, Month and Year the Beneficiary was born.
Commenced: is used to define the date the Payee/Payer relationship began.
First Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Family Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Address including Suburb/Town, State, Post Code and Country: The physical location of the Beneficiary.
Email: Electronic Mail Address for the Beneficiary.
Phone: Telephone Contact Number of the Beneficiary.
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