Create or modify a beneficiary

You can create, add, or modify an employee beneficiary using the HR Benefits module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Employees request to create, add, or modify a beneficiary to a particular benefit plan by submitting a request through the HR Service Portal. A beneficiaries case is opened and can be viewed and managed at HR - Benefits > Case Management. Once a beneficiary is added to the HR application, HR agents can add the beneficiary to an employee benefit record using the lookup icon.

Procedure

  1. Navigate to HR - Benefits > Benefits > Beneficiaries.
    The HR Beneficiaries list opens.
  2. Click New to open a beneficiary record.
  3. Complete the form. (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Beneficiary form
    Field Description
    Full name Full name of the beneficiary.
    SSN Social security number of the beneficiary.
    Relation to employee Relationship to the employee.
    Date of birth Beneficiary birth date.
    Percentage Percentage amount of the benefit distributed to the beneficiary.
    Benefit type Type of benefit, such as, 401(k), Basic Life, Retirement Plan, or Voluntary Life.
    Beneficiary contact Beneficiary contact information if available.
    Beneficiary type Primary or contingent.
    Employee The user who submitted the case. Click the lookup icon and select the user.
    Start date Date when the benefit is active for the beneficiary.
    End date Date when the benefit is no longer active for the beneficiary.
  4. Click Submit.
    The beneficiary is listed in the HR Beneficiaries list.
  5. To modify beneficiary data, find the existing beneficiary in the HR Beneficiaries list.
    You can use the list search menu by typing the beneficiary name and pressing Enter. You can also search on the employee name the same way.
  6. Click the beneficiary name to open the form.
    The HR Beneficiary form opens displaying full name and other populated fields.
  7. Modify the form.
  8. Click Update.