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 a Menu option, or through the Life Events/New Hires and Benefits Enrollment processes.
If you access this screen from the Menu, only current plan information will display (if available). In the Life Events/New Hires and Benefits Enrollment processes, both current plan and newly elected plan information can display.
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.
This non-editable field displays all of your benefit plans that are 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 the selected Type for each beneficiary.
This table displays new benefit plans and your beneficiaries. You can 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, for each benefit plan listed, any beneficiaries that are assigned to the plan(s).
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 the selected Type for each beneficiary.