Dependents and Beneficiaries - Add Trust

Excerpt From An Article

This article is an excerpt from another article: Dependents and Beneficiaries Overview

Navigating to Dependents & Beneficiaries

From the menu, expand Employee, expand Benefits, then click Dependents & Beneficiaries.

Menu_-_Employee_-_Benefits_-_Dependents_-_00.png

If you are already viewing an employee's profile, it can be found by hovering over Benefits and clicking Dependents & Beneficiaries.

Employee_Menu_-_Benefits_-_Dependents_-_00.png

The "Dependents and Beneficiaries" will list any previously added dependents and/or beneficiaries.

From this page, you will see columns displaying:

  • Dependent/Beneficiary/Trust/Pet Name
  • SSN
  • Birth Date
  • Relationship
  • Eligible for Dependent and/or Beneficiary
  • Columns for selecting an entry/record.

Emp_-_Benefits_-_Dep_Ben_-_00.png

Adding a Trust

  • Use the Actions drop-down menu and click Add Trust

    Emp_-_Benefits_-_Dep_Ben_-_Actions_-_Trust_-_00.png

  • Enter trust information (Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
    • Trust Name
    • Tax ID
    • Street 1
    • Street 2
    • City
    • State
    • Zip
    • Eligible Beneficiary - Designates the trust to be eligible to be assigned as a beneficiary. This will be enabled by default.

    Emp_-_Benefits_-_Dep_Ben_-_Add_Trust_-_00.png

  • Click Save when finished.
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