Deleting a Beneficiary
To delete a beneficiary:
- Click the Edit Beneficiaries tab, then click the delete button associated with the name of the beneficiary that you want to delete.
- In the Beneficiary Removal Requested message, click Yes. If other system messages display related to your situation, respond as appropriate.
- Click Save, or click Cancel to discard your changes.
- To save changes and receive a Certificate of Coverage. two (2) conditions must be met: Each sponsor must have at least one (1) primary beneficiary. A beneficiary's percentage of shares cannot equal zero (0).
If deleting a beneficiary negates one (1) of the above conditions, the system requires that you fix the problem before you can save your changes.
See also
Help version 11.1