We would like to have more than the Primary and Secondary Beneficiaries. As in an existing request, it would also be beneficial to have a percentage associated with each entry.
Jeff Cole
| Company | The Christman Company |
| Job Title / Role | Technologies Manager |
| I need it... | Yesterday...Come on already |
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Yes please! We see up to 3 Primary beneficiaries being used. This would be a great enhancement to see added.
This would be a great addition since many employees have 1-2 Primary Beneficiaries, and numerous Secondary Beneficiaries due to splitting between children. It would also be nice if employee's could add percentage next to each beneficiary.
It would be nice if when an associate is adding life insurance, that they cant get past adding the insurance until they name a beneficiary and the percentages for those beneficiaries.
Additional ud fields can be added to capture the information if users of the Benefits Portal want to add more fields.
Hi Team,
Since HR Management for Vista uses the fields in Vista to save the Beneficiary information to, we will need these to be available in Vista. I'll talk to our team about this in our next Vista product meeting.
Thanks!
Can we get an update on this and when it might be available?
To add another level of complexity to this...we started offering voluntary supplemental life this year. So employees can now elect life insurance on a dependent and each dependent election would have a primary and secondary beneficiary.
Because the carriers rely on us to maintain official record of beneficiaries, we need the ability to capture beneficiaries for dependents during benefits enrollment.
We have numerous employees who want to name 2 primary beneficiaries and have a split % field, or same for secondary (multiple children). This is a very common thing to have available in systems and would be great to have this added in here.
Next month will be our third year dealing with limited beneficiary fields and zero percent distribution fields.