1. Using Benefits
  2. Enable Participants to Update Beneficiary Designations Anytime

Enable Participants to Update Beneficiary Designations Anytime

Participants can update their beneficiaries, outside of an enrollment window, using the standalone Change Beneficiaries page. However, you need to enable a quick action for participants to access that page.

  1. Log in as a user who has administrative privileges.
  2. On the Home Page, click Configuration > Structure.
  3. Create a sandbox with Structure and Page Composer as the tools, and then open the sandbox.
  4. Open the sandbox.
  5. From the Tools menu, click Structure. Then, click Me.
  6. Select the Quick Actions tab, Benefits.
  7. Select Change Beneficiaries and select Yes from the Visible list to enable the Change Beneficiaries tile.
  8. Ensure that you select the Add as a quick action link on home page check box.
  9. Select Yes for Mobile Enabled.
  10. Click Save and Close.