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Adding Beneficiaries to Group Policies

Some group policies, such as group life insurance policies, require that members designate one or more policy beneficiaries. End users can use the Member Beneficiary view to add or make changes to group policy beneficiaries.

To add a beneficiary

1. Navigate to the Group Policies screen.
2. In the Policies/Quotes list, drill down on the policy.
3. Click the Member Beneficiary view tab.
4. In the Member Life Products list, select a primary member record.
5. Scroll down to the Insured Members list and select a member for whom to add a beneficiary.
6. In the Beneficiary list, add a record and complete the necessary fields.