Screen Fields
| 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 list. 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 is disabled.
|
New Benefit Plans
Your new benefit plans and beneficiaries display in the New 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 new benefit plans, it will display the following message: "There are no new benefits and/or beneficiaries on record."
If you access this screen from the menu, the New Benefit Plans table will not display.
| Field | Description |
|---|
| Plan
|
This non-editable field displays all of your benefit plans that are currently attached to your dependents/beneficiaries.
|
| Beneficiary
|
For each benefit plan that is listed, any beneficiaries that may be assigned to the plan(s) are displayed in this non-editable field.
|
| Relationship
|
This non-editable field displays the relationship of the beneficiary to you.
|
| Type
|
Select the type of beneficiary from this drop-down list. 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.
If the
Type selection is
Neither, the
Allocation % field is disabled.
|
