Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Designate Beneficiaries Screen

Use the fields and options to configure the Designate Beneficiaries Screen.

Current Benefit Plans

Your current benefit plans and beneficiaries display in the Current Benefit Plans table. Use this table to specify the beneficiary type and allocation percent for each beneficiary for each plan.

Note: If the system finds no current benefit plans, a message displays.
Field Description
Plan

This non-editable field displays all of your benefit plans that are currently attached to your dependents/beneficiaries.  

Beneficiary

This non-editable field displays all 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.  The types are "Primary," "Contingent," and "Neither."

Allocation %

This field displays the percentage allocation based on the selected dependent and the Type that has been selected for each beneficiary.

Note: If Type selection is "Neither," the Allocation % field will be disabled.