Skip to main content

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 5 years 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!

Did this answer your question?