Updating beneficiaries outside of enrollment processes
Benefit administrators can enable employees to update their beneficiaries outside of an enrollment event.
- Select Maintenance > By Benefit Plans.
- Select a benefit plan.
- Click the Main tab.
- In the Beneficiaries section, specify this information:
- Beneficiaries
- Select the check box to enable the employee to update the beneficiary.
- Anytime Beneficiary Updates
- Select the check box to enable employees to update their beneficiaries anytime outside of an enrollment event.
- Designation Option
- Specify the type of beneficiaries to update:
- Primary and Contingent: Select this designation to enable the employee to enroll beneficiaries as primary or contingent in any order.
- Primary First: Select this designation to require the employee to have a primary beneficiary before enrolling a contingent beneficiary.
- Primary Only: Select this designation to enable the employee to enroll primary beneficiaries.
- Designation Required
- Specify an option to require designation.
- If you select Warnings Only, then the employee receives a reminder that no beneficiary is designated.
- Spouse Primary Designation
- Specify a designation for an employee’s spouse.
- Amount or Percent Allowed
- Specify an amount or percentage to allocate to beneficiaries.
- Click Save.