I recently had a member who added beneficiaries to her account. She wanted to have proof that her beneficiares were added. Besides giving her a copy of the form used and allowing her to see it in member view I really didn't have a way to "prove" that they were added other than verbally confirming it for her. Is there a way to make roles visible in online banking? This way she would have been able to view them herself and have that piece of mind knowing it had been completed.
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