Creating a Beneficiary Record
All beneficiary records will be listed under the Beneficiary Name Bank tab. Each record can be expanded to provide more detailed information. If you have current designated beneficiaries, they will be listed under the Primary and/or Contingent tabs within each benefit tab.
Click on "Person" button, "Minor" button, or "Trust" button within the Beneficiary Name Bank tab to create a new beneficiary record. Click "Minor" button if the beneficiary is under eighteen years of age or click "Trust" button if the beneficiary is not a person and you have an established trust set up.
Upon clicking the desired button, a new form will appear within the Beneficiary Name Bank tab. Fill out all required fields. BenTek requires you to input the name of the beneficiary and his or her relationship to you in order to save the beneficiary’s record. You are not required to input the beneficiary’s Social Security Number to designate a person as your beneficiary. Once you have filled out the beneficiary’s information, click the Save button to create the record. Repeat these steps to add as many records to the Beneficiary Name Bank as you desire.
You can edit or remove any existing record using the Edit icon or Remove icon located to the right of each record.