Benefit Plans-Current Beneficiaries Subtask
View your current benefit plans and your beneficiaries. You can use it to specify the beneficiary type and allocation percent for each beneficiary, for each plan
Benefit Plans - Current Beneficiaries
| Field | Description |
|---|---|
| Plan |
This non-editable field displays all of your benefit plans that are currently attached to dependents/beneficiaries. |
| Beneficiary |
This non-editable field displays all of your beneficiaries for each benefit plan listed. |
| Relationship |
This non-editable field displays the relationship of the beneficiary to you. |
| Type |
Select the type of beneficiary from this drop-down box. Valid options are Primary, Contingent, and Neither. |
| Allocation % |
This field displays the percentage allocation based on the selected dependent and the selected Type for each beneficiary. To change the allocation %, type directly in the field. Note: Selecting "Neither" from the
Type drop-down box disables the
Allocation % field.
|