Add or modify a beneficiary
As an employee, you add a beneficiary to your benefit plan from the Employee Center.
Before you begin
Role required: none
About this task
Employees can request to add or modify a beneficiary to a benefit plan by submitting a request through the Employee Center.
Alternatively, a manager can submit a tuition reimbursement request by opening an HR case: Create an HR case.
Procedure
From the Employee Center menu, navigate to Human Resources > Benefits > Health and wellness.
Click the Add Beneficiaries request.
Complete the form.
The fields you see depend on how the form is configured and what fields are selected to display.
| Field | Description |
|---|---|
| Employee | The user who submitted the case. Click the lookup icon and select the user. |
| Contact | Click the Lookup using list to view a list of contacts for the employee.Click New to enter a new contact for the employee. You can specify the relationship to the employee and emergency contact here. |
| First name | First name of the beneficiary. Displays from Contact information. |
| Last name | Last name of beneficiary. Displays from Contact information. |
| Date of birth | Beneficiary birth date. |
| National tax ID | Social security number of the beneficiary or tax ID number for a trust account. |
| Trust | Check if the beneficiary is a trust. |
| Relationship | Relationship to the employee. |
| Benefit type | Type of benefit, such as, 401\(k\), Basic Life, Retirement Plan, or Voluntary Life. |
| Beneficiary type | Primary or contingent. |
| Percentage | Percentage amount of the benefit distributed to the beneficiary. |
Click Submit.
The system creates an HR case and assigns it to the configured HR person. View the status of your request from the My Requests tab.
Parent Topic:HR Profile