What is the Beneficiaries Report?

Who should read this article?

HR Admins using our Digital Beneficiaries offering

The Beneficiaries Report gives you insight into your employees’ beneficiary designations. It includes information on:

This article will help you:

Beneficiaries Report overview

The following information is included for all beneficiaries (whether they’re a person or an organization):

Field Name	Description
Benefit Type	The benefit the employee designated a beneficiary (or beneficiaries) for. If there are multiple benefits an employee needs to designate a beneficiary for, they’ll all be listed in the report.
Designation Type	Whether the beneficiary is primary or contingent. If the employee hasn’t designated a beneficiary yet, this field will say “No Designation.
Share Percentage	The percentage of the benefit amount the beneficiary is entitled to receive.
Last Updated	The date the employee last updated their beneficiary designation.

The following information is included if the beneficiary is a person:

Note: If the beneficiary is an organization, these fields will be blank.

Field Name	Description
First / Middle / Last Name	The beneficiary’s name.
National Identifier	The beneficiary’s identification number.
Date of Birth	The beneficiary’s date of birth.
Relationship	The beneficiary’s relationship to the employee (for example, spouse or child).

The following information is included if the beneficiary is an organization:

Note: If the beneficiary is a person, these fields will be blank.

Field Name	Description
Legal Name	The organization’s name.
Tax ID/TIN	The organization’s Tax ID or TIN (Taxpayer Identification Number).
Address 1 / Address 2	The organization’s address.
City / Province/State / Country	The city, province/state, and country the organization is located in.
Postal/Zip Code	The organization’s postal/zip code.