Create or modify a beneficiary

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

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.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 Profile > Beneficiares.

Procedure

  1. Click New to open a beneficiary record.
  2. 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.
  3. Click Submit.
    The beneficiary is listed in the HR Beneficiaries list.
  4. 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.
  5. Click the beneficiary name to open the form.
    The HR Beneficiary form opens displaying full name and other populated fields.
  6. Modify the form.
  7. Click Update.