Use the Designate Beneficiaries screen to specify the beneficiary type and allocation percent for each beneficiary, for each plan. You can access this screen from the Menu, or through the Life Events/New Hires or Benefits Enrollment process.
Both current plan information and newly elected plan information may display.
Your current benefit plans and beneficiaries display in this table, in which you can specify the beneficiary type and allocation percent for each beneficiary, for each plan.
This non-editable field displays all of your benefit plans currently attached to dependents/beneficiaries.
This non-editable field displays all of your 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 options are "Primary," "Contingent," and "Neither."
This field displays the percentage allocation based on the selected dependent and your selected Type for each beneficiary.
Your new benefit plans and your beneficiaries display in this table. Use it 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 dependents/beneficiaries.
This non-editable field displays any beneficiaries assigned to the plan(s) 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 options are "Primary," "Contingent," and "Neither."
This field displays the percentage allocation based on the selected dependent and your selected Type for each beneficiary.