QLH Trust as Policy Owner

CTMarkell

Hi,

i have a life insurance policy that has a trust as its owner. the trust is defined in QLH but I cannot select it as the owner in the insurance Page (can only chose a contact).

Can the filter be removed so one can chose a policy owner from "all" items not just contacts?

Quicken Anja

Hello @CTMarkell,

Thank you for reaching out!

To better understand what you’re seeing, could you please provide a couple of screenshots showing:

1. The section where you’re attempting to select the policy owner
2. The list of options that appear (showing that only contacts are selectable)

If needed, please refer to this Community FAQ for instructions on how to attach a screenshots. Alternatively, you can also drag and drop screenshots to your response.

Thank you!