The Beneficiary Import tool allows a user to load beneficiaries for employee enrollments in a plan that has been marked to "require beneficiaries". The employee must be enrolled in the plan before beneficiaries can be imported.
From Company Home Page, select Import Tool. Under the Options tab, when asked "What are you importing" select Beneficiaries.
All of our imports require Employee SSN, Employee First Name, Employee Last Name, Additionally, the following fields are required for importing beneficiary data: plan name, beneficiary type, beneficiary relationship, and percent. The only piece of information not required is beneficiary SSN.
Note: If required information is missing, none of the beneficiary data will load and there will be no error. Our import tool will assume you do not want to import a beneficiary for the employee.