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How do I add a beneficiary to an employee's benefit plan?

Updated on

To add a beneficiary:

  1. Go to Benefits>>Beneficiaries.

  2. Enter the beneficiary's details, including their relationship to the employee.

  3. Go to the "Registered Beneficiaries" tab.

  4. Link the beneficiary to the relevant plan by selecting the Plan ID and Plan Type Code.

  5. Specify the Effective Date and the percentage of the benefit payout they are entitled to.

  6. Save the record.

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