Life Insurance Designation

This page allows you to add primary and contingent beneficiaries for Primary Life insurance. 

If adding a Primary Beneficiary is required, the following error will be displayed if not entered.

Click on the Person ID drop-down and select a Primary Beneficiary from the list.

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.

Select the beneficiary in the new row and add the benefit percentage.

Similarly, select a Contingent Beneficiary from the list and add the percentage and click "Save".

After saving, the signed forms can be downloaded by clicking the "Download Signed Forms" icon located in the bottom right corner of the page.