How to Create Beneficiary in PFMS

If you want to make payments in PFMS, you have to create either Beneficiary or Vendor. In PFMS, Candidates, Master Trainer, PIA Staff, Q Team Member and Trainers are called beneficiaries. So if you want to make a payment to Candidates, Master Trainer, PIA Staff, Q Team Member and Trainers, you need to create a beneficiary of them.

So here is the step-by-step guide to create beneficiaries in PFMS.

Step 1: Log in to the PFMS with Agency Data Operator (Maker) User ID and Password. Now go to Masters and then Beneficiary Management and click on Add New Beneficiary.

Add New Beneficiary in PFMS

Step 2: Now select the Scheme from the DropDown. If the scheme is not available in the dropdown, you have to create the scheme first. Click on the link below to know the process of Scheme Creation.

How to create new Scheme in PFMS portal

PFMS Beneficiary

Step 3: Select Beneficiary type from the dropdown. If the dropdown of Beneficiary Type is not available, kindly contact the SRLM.

PFMS Beneficiary Creation for Payments

Step 4: Fill person details of the beneficiary like Name, DOB, Email ID, Mobile number etc.

Beneficiary Creation in PFMS

Step 5: Enter the address details of the beneficiary.

How to create beneficiary in PFMS

Step 6: After that enter Bank Details of the beneficiary like Bank Name, Branch, Account Number and click on Submit.

Beneficiary

Step 7: Here you will get a message “Record Saved Successfully”. You have successfully created the beneficiary.

If you want to check the status of beneficiary, go to Masters and then Beneficiary Management and click on Manage Beneficiary.

If you have any query, you can ask on comment or WhatsApp @9166000456.

Thank You.

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