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

1. From the Employee Center menu, navigate to Human Resources > Benefits > Health and wellness.
2. Click the Add Beneficiaries request.
3. Complete the form.
   The fields you see depend on how the form is configured and what fields are selected to display.

   Table 1. HR Beneficiary form

   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.

4. 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.