to select, the ID number of the employee whose beneficiaries you want to assign to a benefit plan. Costpoint validates your entry against the data entered on the Manage Employee Information screen. This is a required field.Use this screen to link employees, benefit plans, and beneficiaries together for assigning primary and contingent beneficiaries to life insurance plans. To assign a beneficiary to a benefit plan, you must link the beneficiary with the employee on the Manage Employee Dependents/Beneficiaries screen and select the Beneficiary or Both option in the Type group box.
The benefit plan must be a Life Insurance plan that is set up on the Manage Benefit Plans screen.
You cannot assign beneficiaries to benefit plans until you have set up the Manage Employee Dependents/Beneficiaries screen. After setting up that screen, you can add to this screen at any time and enter an unlimited number of records, provided that the Percent column for each beneficiary type adds up to 100%.
Enter, or use to select, the ID number of the employee whose beneficiaries you want to assign to a benefit plan. Costpoint validates your entry against the data entered on the Manage Employee Information screen. This is a required field.
This field displays the name of the employee.
Enter, or click to select, the code for the benefit plan you want to assign to this beneficiary. Costpoint validates your entry against the Benefit Plans table. The description of the benefit plan displays in the field to the right. This is a required field.
Enter, or click 
to select, the date on which beneficiaries were assigned to this plan for this employee. The date must be in MM/DD/YYYY format. This field is required.
Enter, or click to select, the date on which this assignment was notarized. The date must be in MM/DD/YYYY format.
Select this check box if primary and/or contingent beneficiaries receive equal shares of the proceeds from the employee's life insurance plan.
Select this check box if primary and/or contingent beneficiaries receive unequal shares of the proceeds from the employee's life insurance plan.
Select this check box if distribution of the proceeds of this employee's life insurance plan is governed by the Common Disaster Clause.
Select this check box if distribution of the proceeds of this employee's life insurance plan is affected by the Unborn Children Clause.
Use this group box to define the type of beneficiaries for the employee. Click 
to create a new line.
From the drop-down list, select one of the following settings to indicate the type of beneficiary in this required field. Valid options are.
Primary
Contingent
This non-editable field displays the beneficiary's name, as specified on the Manage Employee Dependents/Beneficiaries screen.
This non-editable field displays the nine-digit Social Security Number of this beneficiary, as specified on the Manage Employee Dependents/Beneficiaries screen.
This field displays the code for the beneficiary's sex, depending on the option you selected in the Gender group box on the Manage Employee Dependents/Beneficiaries screen.
This non-editable field displays the beneficiary's date of birth as specified on the Manage Employee Dependents/Beneficiaries screen.
This non-editable field displays the beneficiary's relationship to this employee, as specified on the Manage Employee Dependents/Beneficiaries screen.
Enter the percent of shares this beneficiary receives in the event of a claim payout. This value must be between 1% and 100%.
The sum of all Primary beneficiary types must equal 100%, and
The sum of all Contingent beneficiary types must equal 100%.
This field is required.