You can add, remove, or edit beneficiary information in the Current Beneficiary Information form:
To open the Add New Beneficiary dialog box, click Add. If you have added dependents in the Current Dependent Information form, you can select the dependent as your beneficiary when you click Add:
In the Add New Beneficiary dialog box, you can enter your beneficiary's personal information, primary address, other address, and phone number.
When you add new beneficiaries as part of an enrollment, the beneficiaries are saved in Dayforce immediately after the enrollment is submitted even if an approval workflow is assigned to the enrollment. If the Current Beneficiary Information form is submitted outside an enrollment, the assigned workflow will apply. For existing beneficiaries, click View/Edit to open the Edit Beneficiary dialog box.
To edit or delete each section, click the icons next to the section in the Add New Beneficiary and Edit Beneficiary dialog boxes:
To add or remove beneficiaries, click Add Designation or Remove Designation in the appropriate election.
You can update the Type or Percentage value for your beneficiary by clicking the corresponding cell.