Adding wills and trusts as beneficiary
The Enrollment menu is available if it has been configured by an administrator.
- Select Benefits > Enrollment.
- Click the Dependents And Beneficiaries tab. Your current dependents and beneficiaries are displayed.
- Click Add.
- Select the Add a Will or Trust as Beneficiary check box.
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Specify this information:
- Entity
- Specify the name of the will or trust.
- Primary Phone
- Specify the primary phone number for the will or trust.
- Alternate Phone
- Specify an alternate phone number for the will or trust.
- Address
- Specify the address for the will or trust. You can use your home or mailing address, or you can specify a country code and then specify a new address.
- Comment
- Specify any additional information about the will or trust.
- Click OK.