This page allows you to add primary and contingent beneficiaries contingent beneficiaries for Term Primary Life insurance.
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If adding a Primary Beneficiary is required, the following error will be displayed if not entered.
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Click on the Person ID drop-down and select a Primary Beneficiary from the list.
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The details of the beneficiary from the previous setup (Define Dependents & Beneficiaries) populates on the page. Enter the percentage of Life Insurance benefit of the beneficiary.
To add another row, click the "Add Primary Beneficiary" button.
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Select the beneficiary in the new row and add the benefit percentage.
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Similarly, select a Contingent Beneficiary from the list and add the percentage and click "Save".
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After saving, the signed forms can be downloaded by clicking the "Download Signed Forms" icon located in the bottom right corner of the page.
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| Downloaded signed report |
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