PRINT LIFE INSURANCE BENEFICIARIES REPORT

Use this screen to print a list of employees' life insurance beneficiaries.

You can print or view the Life Insurance Beneficiaries Report at any time.

Sort

Use the selections in this group box to control the order in which information prints on the report.

Employee Name

Select this radio button to print information on the report in order by employee name.

Employee ID

Select this radio button to print information on the report in order by employee ID number.

Select

Use this group box to define the effective date and range of employees and benefit plans you want printed on the report.

Effective Date

Enter the effective date of this report in MM/DD/YYYY format. This date is used to determine which beneficiaries to include on the report. The Effective Date is compared to the beneficiary's Effective Date in the Assign Beneficiaries to Benefit Plans screen in Costpoint Employee. This field is required.

Employee

Use the fields in this group box to define the range of employees you want printed on this report.

Range Option

Use the drop-down box to select a range option. Valid options are "All," "One," "Range," "From Beginning" and "To End."

From

If you selected "One" in the Range Option field, enter, or use Lookup to select, the ID number of the employee for whom you wish to print information on beneficiaries. If you selected "Range" or "To End" in the Range Option field, enter, or use Lookup to select, the lowest ID number in the range of employees you want printed on the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the highest ID number in the range of employees you want printed on the report.

Benefit Plan

Use the fields in this group box to define the range of benefit plans you want printed on this report.

Range Option

Use the drop-down box to select a range option. Valid options are "All," "One," "Range," "From Beginning" and "To End."

From

If you selected "One" in the Range Option field, enter, or use Lookup to select, the code for the benefit plan for which you wish to print information on beneficiaries. If you selected "Range" or "To End" in the Range Option field, enter, or use Lookup to select, the lowest code in the range of benefit plans you want printed on the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the highest code in the range of benefit plans you want printed on the report.

Report Sources