Add or modify a beneficiary

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: none

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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.
      Tabelle : 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.