Fusion Benefits: How to Use the Change Beneficiaries Page (Doc ID 2858492.1)

Last updated on NOVEMBER 02, 2023

Applies to:

Goal

After enabling Change Beneficiaries for employees, no beneficiaries are showing for designation. This is per the below feature:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/benefits/releases/21D/21D-benefits-wn.htm#F19520

Enable Participants to Change Beneficiaries at Any Time
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You can now enable your participants to update their beneficiary designations for the latest processed event outside of the enrollment window. In other words, if participants are enrolled in benefits that allow beneficiary designations, they can make changes to the beneficiary details even if there are no started events. They no longer have to wait for an appropriate life event to make these changes:

-Change the percentage of allocation for existing beneficiaries.
-Remove a primary or contingent beneficiary and adjust the percentage of allocation.

Designate new beneficiaries and adjust their percentage of allocation. You can do this only if you added the beneficiaries as contacts before the latest processed life event date.
All new designations start from the coverage start date of the plan. This ensures 100% allocation for the entire period of coverage.
Because these beneficiary changes happen outside of the enrollment window, the application doesn't generate any beneficiary-related pending actions. If an enrollment had generated a pending action to designate beneficiaries, that action will automatically close.
Participants can already change unrestricted programs or plans outside of the enrollment window. So, this feature doesn’t prevent them from making changes to the unrestricted programs or plans in the usual way through the enrollment flow.
Participants might see the following message when they open the Change Beneficiaries page:

"There's nothing here so far.
There aren't any applicable enrollments to change beneficiaries using this page. Use the benefits page instead to check for enrollment opportunities."

Here are the possible reasons for the message:

Reason What you need to do?
You have electability due to started life events or unrestricted life events. Go to the regular enrollment flow to add the beneficiary. You don’t have to use the Change Beneficiaries page.

You have electability due to started life events, but you want to add a You need to contact your benefits administrator. They need to back out the started life event. You can then use the Change Beneficiaries page.
new beneficiary based on a previous life event.

You have no electability because you don’t have any life events or you You need to contact your benefits administrator.
are a new hire.
 

Solution

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