Steps to Set Up a Delegation Request

A delegator follows these steps to delegate Life Event document approval requests using self-service:

1. Navigate to the Manage Delegation page.

2. Click the Create Delegation Request hyperlink.

3. Enter the From Date and To Date for the delegation request, and then click the Next button.

4. Select the transaction(s) to delegate authority. For Life Event document approval delegation, select the Approve Life Event Documents transaction. Click the Next button.

5. Review the proxy list and select a proxy to whom the authority for document approval will be delegated.

6. Select the Notify Delegator check box to receive a courtesy email notification on delegation and then click Submit.

7. View the confirmation message and click OK.