Siebel eService Administration Guide Addendum for Industry Applications > Siebel eEnrollment for Financial Services > Using Siebel eEnrollment for Financial Services >

Designating a Beneficiary

As part of the enrollment process, you must designate beneficiaries for some types of products, such as 401K accounts and life insurance policies.

To name a beneficiary

1. In the Enrollment applet of the Siebel eEnrollment Web site, click the Review Prior Coverage hyperlink.
2. In the Member Selected Products applet, click Enroll for the product that you want to enroll in.
3. In the Enrollment Elections applet, click New.
4. Complete the fields, and click Save.

   For more information about naming beneficiaries, see Enrolling for Insurance Coverage.

5. In the Add Beneficiaries field, click Add for the member that you are enrolling.
6. In the Beneficiaries applet, click Enroll Beneficiary.
7. Complete the fields.

   If multiple beneficiaries share the proceeds, then use the Percentage field to indicate the percentage of the proceeds that are allocated to this beneficiary. The total percentage of all beneficiaries must equal 100%. For information about adding members to the list of people who you can designate as beneficiaries, see Enrolling for Insurance Coverage.

8. Click Continue.