Summary

The information on the Beneficiary tab is required by the ATO in the ETP Payment Summary report.

These fields are enabled only for unconfirmed 'Original' or 'Adjustment' records with a death-related Termination type.

Fields

Beneficiary is Next Of Kin:

Mandatory Yes/No field that indicates whether the beneficiary is one of the employee’s Next of Kin.

Beneficiary name:

Mandatory field.
If Beneficiary is a Next Of Kin = Yes, you can select the beneficiary’s name from the pick list.
If Beneficiary is a Next Of Kin = No, you have to enter the beneficiary’s name. This value must use the correct format or it could cause an error in the PAYGW annual report data. The Beneficiary name field has the following additional labelling to indicate the correct format for this value:
"Beneficiary name format is Last Name, First Names"

If you do not enter the Beneficiary name in the correct format, the following warning appears when you try to move to the next field or save the record:
"Beneficiary name must be in the format of "Last Name, First Names".

Address, Suburb, City/Town, State, Post code, Country:

Mandatory fields for the beneficiary’s address details.
If Beneficiary is a Next Of Kin = Yes, then after you select the beneficiary’s name, PayGlobal copies their address details from the Next Of Kin record.
If Beneficiary is a Next Of Kin = No, then you have to enter the beneficiary’s address details.

Beneficiary TFN:

Mandatory field for the beneficiary’s tax file number, unless the beneficiary is a trustee. If you do not know their TFN, then select one of the following options:

• 000000000 - No TFN quoted.
• 111111111 - Applying for a TFN.
• 333333333 - Is under eighteen.
• 444444444 - Is a pensioner.

In the case of a trustee use the 'No TFN quoted' option if the TFN is not known.

Date of birth:

Mandatory field for the beneficiary’s birth date if the beneficiary is not a trustee. For a trustee, no birth date is entered.

Gender:

Beneficiary’s gender (Unknown, Male or Female).

Email:

Optional field for the beneficiary’s email address.

Phone:

Optional field for the beneficiary’s contact phone number.

Bank account:

Beneficiary’s bank account. PayGlobal uses standard validation logic in this mandatory field.

Bank reference:

Optional free-text field.

Account name:

Mandatory free-text field.