How do I change beneficiaries?

I’m signed in as an employee, and I want to change my beneficiary designations.

Click Benefits.

Click Change Beneficiaries.

I can only change beneficiaries for plans I’m already enrolled in. I can only enroll in plans during open enrollment or a qualified life event. When a life event is still in started status, for example the enrollment window is still open for employees to make changes, I won’t be able to make changes here but can make them in the enrollment flow for that life event.

Click the Basic Life Edit icon.

Here are the plans I’m already enrolled in, and the beneficiaries I’ve already selected.

For the Basic Life insurance, I want to change some allocations.

I can make allocations for any of the contacts in my record - it doesn’t have to be a child or a spouse.

Change Betty Feitty’s allocation to 50.

Change Sara Feitty’s allocation to 25.

Click Submit.

Click the Supplemental Life Edit icon.

For the Supplemental Life insurance, I can see I haven’t picked any beneficiaries yet.

Change Betty Feitty’s allocation to 50.

Change Fred Charles’ allocation to 50.

I can review the allocations when I’m done, and make any additional adjustments if needed.

Click Submit.

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