Error Prompt: The Trust Assessment Code field is required.

Suggestion Solution:

1. Go to Beneficiaries > Beneficiaries section. Open each beneficiary schedule by clicking the name.

2. Update the applicable "Trust Assessment Code" for each beneficiary in the form. Click the dropdown arrow button and select the code.

3. Below is the sample image of once the Trust Assessment code is selected. Code 35 is selected per sample below.