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1. Form Fields Meta Domain

First, you need to find out which group is associated with the information. Navigate to Administration>List Domains> Form Fields Meta and complete the following steps.

Figure 4: Form Fields Meta Domain

2. Form Fields Groups Domain

Next, you need to find out which field prefixes are associated with the group. Navigate to Administration>List Domains> Form Fields Groups and complete the following steps.

Figure 5: Form Fields Groups Domain

Spouse

Authorized Individual

Primary Beneficiary

Contingent Beneficiary

  • Owner

  • Trusted Contact

  • Beneficial Owner

  • Contact

  • Stakeholder

  • Authorized Individual

  • Trustee

  • Spouse

  • Owner

  • Trusted Contact

  • Beneficial Owner

  • Contact

  • Stakeholder

  • Authorized Individual

  • Trustee

  • Spouse

  • Householder Member

  • Spouse

  • Beneficiary

  • Household Member

  • Related Individuals

  • Contingent Beneficiary

  • Household Member

  • Related Individuals

  • Spouse

Note: Not all forms differentiate between contingent and primary beneficiaries.

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