Designate Beneficiaries

Use the Designate Beneficiaries screen to specify the beneficiary type and allocation percent for each beneficiary, for each plan. You can access this screen from the Menu, or through the Life Events/New Hires or Benefits Enrollment process.

When do I use the Designate Beneficiaries screen?

Both current plan information and newly elected plan information may display.  

Current Benefit Plans

Your current benefit plans and beneficiaries display in this table, in which you can specify the beneficiary type and allocation percent for each beneficiary, for each plan.

Note:  If no current benefit plans exist, the system will display the following message:  "There are no current benefits and/or beneficiaries on record."

Plan

Beneficiary

Relationship

Type

Allocation %

New Benefit Plans

Plan

Beneficiary

Relationship

Type

Allocation %