Beneficiaries
| Description |
- Beneficiaries/nominees for all plan types with a beneficiary.
- Data includes
- Beneficiary name, relationship to employee, beneficiary type, and percentage allocation.
|
- Select Plan Type from the drop down.
- Click All for a full report.
- Click Date Range to specify a time period.
- Enter a From Date and To Date.
- The default Employee Type is Live.
- Click Generate.
- In a few minutes, click Refresh.
- Click on the Report Link and the file will open in Excel.
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