Adding beneficiaries to your profile

Some fields are available only when they are configured by your organization.
  1. Sign in as Employee.
  2. Select My Profile > Personal Information.
  3. On the Dependents And Beneficiaries pane, click Add.
    The Add Beneficiary page is displayed.
  4. Specify this information:
    Add a Will or Trust as Beneficiary
    Optionally, select this check box to add a beneficiary that is not a natural person. If you select this, then the page changes to display an Entity field and a subset of fields.
    Entity
    If you selected the Add a Will or Trust as Beneficiary check box. then complete this field with the legal name of the document.
    Name
    Specify Given Name (First), Middle Name, and Last Name of the beneficiary using the name on most legal documents.
    Additional Naming Options
    Optionally, select this check box to provide information that further identifies the beneficiary:
    • Title: For example, Dr. or Sr.
    • Preferred Given Name: A nickname or alias
    • Preferred Last Name: A birth name or alias
    • Suffix: For example, Jr. or III
    • Professional Designation: For example, M.D. or Ph.D.
    Identification Number
    Specify the New Identification Number and Country with information obtained from the beneficiary's government-issued identification document. For example, this could be a Social Security Number in the US.
    Additional
    Optionally, select a predefined value in the Relationship field, such as Parent or Spouse. Optionally, complete Birthdate using the calendar control and select a predefined value for Gender.
    Address
    Optionally, specify the Email Address. If the beneficiary shares an address with you, then select Same as Resource Mailing Address or Same as Resource Home Address. Otherwise, select Other Address.

    If you selected Other Address, select a predefined value for the Country field, then specify the Street Address and State/Province. Specify the Post Code, Region, and County/District, if available.

  5. Click Submit.

    The beneficiary is displayed on the Personal Information page.