Adding or Creating Beneficiaries

To Add, Remove, or Create a Beneficiary

1. Select the Benefits worklet on your Workday homepage
2. Select Benefits under the Change heading
3. Select Beneficiary Change
4. Enter Benefit Event Date
5. Click the orange Submit button at the bottom left of the page
6. Select Open
7. Click the orange Submit button to move forward to the Beneficiary Designations page
8. On the Beneficiary Designations page select the plus (+) sign to the left of the Beneficiary column to add a beneficiary or trust
9. In the drop down box select the three gray lines in the right of the box
10. Select Beneficiary Persons or Trusts to choose a contact that is already in Workday, or skip to step 2 in the section below to create a new beneficiary
11. Select the appropriate name
12. Select Primary Percentage or Contingent Percentage in the box to the right of the name
13. Enter a Percentage in the box that you selected (beneficiary percentages must total 100% for primary and 100% for contingent)
14. Repeat these steps as necessary to add all existing beneficiaries to each individual account
15. To remove an existing beneficiary select the minus (-) sign to the left of the name and make any necessary updates to primary or contingent percentages

To Create a New Beneficiary

1. Follow steps 1-9 in the instructions listed above
2. Select Create from the drop down box
3. Select Add Beneficiary or Add Trust
4. Enter the required information as indicated by the red asterisks
5. If creating a beneficiary you will need to enter required information under the legal name and contact information tabs (a legal name and address are required)
6. Select Primary Percentage or Contingent Percentage in the box to the right of the name
7. Enter a Percentage in the box that you selected (beneficiary percentages must total 100% for primary and 100% for contingent)
8. Select the Continue bottom at the bottom of the screen
9. Check the I Agree box
10. Select Submit