Adding a Beneficiary

End users can add or make changes to policy beneficiaries.

To add a beneficiary

1. Navigate to the Life & Annuities screen.

2. In the Policies/Quotes list, drill down on a policy.

3. Click the Beneficiaries view tab and review the three view links:

   • Beneficiary Class. To add or change classes of individuals, such as all my children.

   • Individual Beneficiary. To add or change beneficiaries.

   • Organizations. To add or change organizations.

4. Click the appropriate view link.

5. In the Coverage Component list, select the desired record.

6. Scroll down to the lower list, add a record and complete the necessary fields.