Recording Participant Beneficiary Information

Use the following procedure to record participant beneficiary information.

To record participant beneficiary information

1. Navigate to the Group Pensions screen, then the Group Pension List view.

2. In the Group Pensions list, select a group pension plan, and drill down on the plan # link.

3. Click the Beneficiary view tab.

4. In the Participants list, select a participant.

5. In the Beneficiary list, add a record and complete the necessary fields.

   Note: Make sure all the values entered in the % field equal 100%.

For more information on adding participants, see Defining Group Pension Plans.