Beneficiaries Tab
Use the Beneficiaries tab to specify the beneficiary type and allocation percent for each beneficiary, for each plan.
You can access this screen from the Benefits Enrollment screen and Life Events/New Hires screen.
Benefit Plans - Current Beneficiaries
This table displays your current benefit plans and your beneficiaries. You can use it to specify the beneficiary type and allocation percent for each beneficiary, for each plan. You can access this tab on the Benefits Enrollment screen and Life Events/New Hires screen.
Field | Description |
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Plan |
This non-editable field displays all of your benefit plans that are currently attached to dependents/beneficiaries. |
Beneficiary |
This non-editable field displays all of your beneficiaries for each benefit plan listed. |
Relationship |
This non-editable field displays the relationship of the beneficiary to you. |
Type |
Select the type of beneficiary from this drop-down box. Valid options are Primary, Contingent, and Neither. |
Allocation % |
This field displays the percentage allocation based on the selected dependent and the selected Type for each beneficiary. o change the allocation %, type directly in the field. Note: Selecting "Neither" from the
Type drop-down box disables the
Allocation % field.
|
Subtasks
Subtask | Description |
---|---|
Select New Beneficiaries for Benefit Plans | Click this link to display the new benefit plans and your beneficiaries. |
Instructions | Click this link to view special instructions from your benefits administrator. |
- Related Topics:
- Subtask of Beneficiaries
The Beneficiaries screen provides a subtask that allows you to select new beneficiaries for benefit plans and view additional instructions.