View, Add, and Edit Beneficiaries
Before you begin
Managing your beneficiaries ensures that your benefits are distributed according to your wishes. You can view, add, or update beneficiaries through the Benefits tab in your worker profile or via the Benefits worklet in Workday.
Important to note:
- Some benefits allow you to update beneficiaries anytime, while others can only be changed during annual enrollment or after a qualifying event, such as a marriage, divorce, birth, or adoption.
- Always save and submit your changes to ensure they are properly recorded.
- Keeping your beneficiary information up to date helps avoid delays or complications in the event your benefits need to be distributed.
1 Run the Beneficiaries report
You can also select "Benefits" from the menu bar on the left under Personal, and then scroll down and click on "Beneficiaries".
2 View existing beneficiaries
This section outlines your beneficiaries and the plans in which they are designated.
Proceed to Step 3 if you wish to add a beneficiary or Step 4 to edit or remove existing beneficiary information.
3 To Add a beneficiary
Click the "Add" button and select from the following :
- Add a existing dependent or emergency contact
- Create a new beneficiary
- Designate a trust as a beneficiary.
Once you have made your selection, click "OK" to proceed and fill out all required information.
4 To Edit a beneficiary
Click the "Edit" button to update an existing beneficiary information and make the necessary changes.
To remove a beneficiary, you will need to click on "Benefit Elections" from the menu bar on the left and manually select the benefit election you wish to remove the beneficiary from.
- Click on "View Details"
- Hoover over the name of the beneficiary, click on "Related Actions" and select "Inactivate" from the drop down menu.
- Click "Continue" and then select a reason for this change and submit.
5 Submit
Click submit once you have completed any edits and have reviewed your beneficiary information for accuracy.