Use this screen to specify the beneficiary type and allocation percent for each beneficiary for each plan. You can access this screen through a menu option (select Benefits, then Designate Beneficiaries), through a Life Events process, or through a Benefits Enrollment process.
If you access this screen from the menu, only current plan information will display (if available). If you access this screen from a Life Event or Benefits Enrollment process, both current plan information and newly elected plan information may display.
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.
This non-editable field displays all of your benefit plans that are currently attached to your dependents/beneficiaries.
This non-editable field displays all beneficiaries for each benefit plan listed.
This non-editable field displays the relationship of the beneficiary to you.
Select the type of beneficiary from this drop-down box. The types are "Primary," "Contingent," and "Neither."
This field displays the percentage allocation based on the selected dependent and the Type that has been selected for each beneficiary.
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.
This non-editable field displays all of your benefit plans that are currently attached to your dependents/beneficiaries.
For each benefit plan that is listed, any beneficiaries that may be assigned to the plan(s) are displayed in this non-editable field.
This non-editable field displays the relationship of the beneficiary to you.
Select the type of beneficiary from this drop-down box. The types are "Primary," "Contingent," and "Neither."
This field displays the percentage allocation based on the selected dependent and the Type that has been selected for each beneficiary.