How to Update Beneficaries in Existing Benefit Plans

Upon logging in to the system, navigate to Team > Benefits > Benefit Plans.

Once on the Employee Benefit Plans screen, filter the Benefit Plan Name by the benefit type that you want to edit (voluntary life, basic life, etc.)

Once you have one Benefit plan defined, click on the select all box in the top right and then View in the top right – this will open them all up in a list.

Once inside the individual benefit plan, go to the Beneficiaries and/or Contingent Beneficiaries (if applicable), and either Add New or Add from Existing Contacts.

If adding from existing, the list of available beneficiaries will populate. Select the appropriate name from the list. Once you do this, it will ask for a % and Save.

***If more than one, add the % and then add another beneficiary. The total % must equal 100%.***

After complete, navigate to the next plan using the arrow and repeat the steps for all the benefit types.