How to Add a Beneficiary to an Existing Enrollment
The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you are already enrolled in. If you have any issues completing the outline steps or adding beneficiaries in general, please reach out to your internal HR Team for assistance.
1. From your menu, navigate to the My Info Tab > My Benefits > Benefit Plans.
2. From this window, ensure that your plans are showing as expected. If you're updating a future-dated plan, please be sure to select the Current drop-down and select the appropriate timeframe.
- Once located, please select the pencil icon next to the plan you wish to add your beneficiaries to.
3. In the pop-up window, enter the Effective Date of the change and select to Save.
4. In the following pop-up window, select to Add to the right of the Beneficiaries and/or Contingent Beneficiaries section(s).
- If you are adding a contact that already exists to the plan, select to Add From Existing Contacts
- If you are adding a brand new contact to the plan, select to Add New and fill in all applicable information
5. Once you've added a beneficiary, you will be requested to add a Percentage of. Indicate the percentage amount you would like to allocate to the beneficiary in this window and select to Save.
- Please keep in mind this must equal 100% of the total allocation between your beneficiaries and contingent beneficiaries.
6. Once all beneficiaries have been added, select to Save and Select at the bottom of the window.
You have now successfully updated your beneficiaries!
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