Adjust the Beneficiary Allocations in Bulk

You may want to adjust the beneficiary allocations after you define it.

For example, when you close a life event for a participant, beneficiary allocations for various plans must add up to 100%. If there are several records for you to adjust, you can use the Beneficiary Enrollment HDL loader to adjust the allocation. Here’s how you adjust the beneficiary allocations:

1. Run the Benefits Health Check diagnostic report.
2. Copy the report section named Persons with incorrect beneficiary percentages in HDL Format to a .dat file.
3. In the .dat file, adjust the allocations. For example, you can adjust the allocations to add up to 100%. You can make the allocation of a beneficiary as zero, but you need to retain that record in the .dat file.
4. Load the .dat file in HDL format with the adjusted allocations.
5. Close the life event.