How to Add Beneficiary Details via an Auto-Enrollment

How to Add Beneficiary Details via an Auto-Enrollment

The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you were auto-enrolled in. Please keep in mind that this process is standardized across most of our clients, but that processes can be customized per client. If you have any issues completing this portion of your enrollment or adding beneficiaries in general, please reach out to your internal HR Team for assistance.



1. From your to-do items, select to Modify within the Approve/Reject Benefit Plan Change Request to-do item.



2. Within the next screen, select the Fill in required info link within the benefit plan tile.



3. To add a beneficiary, you can choose the + Add button and pick one of the two options:
  1. If adding a contact that does not already exist, select the Add New button and fill in your beneficiary's information
  2. If adding an existing contact, select the Add From Existing Contacts and pick the contact you wish to add
Please Note: You may also have the option to add Contingent Beneficiaries as a back-up in the event that your Beneficiaries are unable to receive any benefit distribution.


 
4. After adding your beneficiaries, you will be required to assign a percentage to the beneficiaries indicating the amount they would receive from this benefit.

Please Note: This amount must equate to 100% in total across each of your beneficiaries. 



5. After you’ve added all beneficiary details, select the Continue button in the upper right-hand corner and enter your digital signature to complete your enrollment.