Beneficiary Information Page

Use this page to enter or look up information on an employee's beneficiaries. You can assign one or more beneficiaries per benefit and designate the percentage of the benefit each is to receive.

Menu Path:  Benefits > Entry & Processing > Benefits > Employee/Benefit Information > click Beneficiaries

Prerequisite

If the employee is not the beneficiary of a particular benefit, you must first enter a dependent record identifying the beneficiary in the employee's Dependent Benefits Information Page.

Attachments and Notes

Use the following items on the page's toolbar to add attachments and notes to beneficiary records:

Attachment Displays a page where you can attach files to records, provided you have the proper security. You can also use the page to open and view existing attachments. While you can attach virtually any type of file, your ability to open a file depends on having the appropriate software on your computer. The maximum size of files that can be attached is 10 MB.

Notes Displays the Contingent Beneficiary Notes for Benefit page. The page enables you to view any contingent information for a benefit that was entered through Employee Access Center. You can also use the page to enter additional notes.

Following are procedures for adding, updating, and deleting beneficiary records.

Adding a beneficiary

1. Select Benefits > Entry & Processing > Benefits > Employee/Benefit Information to display the Employee/Benefit Information pages.

2. Click Beneficiaries on the Action Bar to display the Beneficiary Information page.
   The page's List section shows the beneficiary records that have already been entered, if any. Data from the beneficiary currently selected displays in the Beneficiary Detail section.

3. Click Add New.

4. In the Beneficiary Detail section, complete the fields.

5. Click OK to save the record.
   Depending on the page's Continuous checkbox, one of the following occurs:

   • If the box is blank, you return to the List section.

   • If the box is selected, you return to the Benefit field so you can add another record. Repeat Steps 4-5 for each additional dependent. Click Back to return to the List section after saving the last record.

Updating a beneficiary's record

1. Select Benefits > Entry & Processing > Benefits > Employee/Benefit Information to display the Employee/Benefit Information pages.

2. Click Beneficiaries on the Action Bar to display the Beneficiary Information page.

3. Select the record to update.

4. Click Delete.

5. In the Beneficiary Detail section, change the desired fields.

6. Click OK to save the record.

Deleting a beneficiary's record

1. Select Benefits > Entry & Processing > Benefits > Employee/Benefit Information to display the Employee/Benefit Information pages.

2. Click Beneficiaries on the Action Bar to display the Beneficiary Information page.

3. Select the record to delete.

4. Click Delete.

5. In the Confirmation dialog, click Yes.

Fields

The Beneficiary Information page has two sections with the same fields: List and Beneficiary Detail.