---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Add or modify a beneficiary

# Add or modify a beneficiary {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

As an employee, you add a beneficiary to your benefit plan from the Employee Center.

## Antes de Iniciar

Role required: none

## Por Que e Quando Desempenhar Esta Tarefa

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](https://www.servicenow.com/docs/V0Df340pWxRbkIwsCoRnEQ "Create HR cases for employees or other individuals that require an HR service. Note that employees can also use the HR Service Portal to create HR cases for themselves.").

## Procedimento

1. From the Employee Center menu, navigate to Human ResourcesBenefitsHealth 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.{#t_CreateOrModifyABeneficiary__table_opj_hct_nv__entry__2}

   | 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. |
   [Tabela 1. HR Beneficiary form]

   {#t_CreateOrModifyABeneficiary__table_opj_hct_nv}
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.