How to add a beneficiary

How to add a beneficiary on behalf of an employee in the client platform

Alanna avatar
Written by Alanna
Updated over a week ago

Here's how to add a beneficiary to an employee's benefits account.

In short, you can do the following:

  1. Click on the Employees tab

  2. Click on the employee you'd like to update

  3. Click on the Beneficiary Update shortcut

  4. Follow the outlined steps

All done!

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