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Not able to view/enroll Trustee or Estate as a beneficiary to a person for a benefits plan.

in Benefits 1 comment

Summary:

Not able to view/enroll Trustee or Estate as a beneficiary to a person for a benefits plan.


Content (please ensure you mask any confidential information):

Hi All,we have a requirement to add a Trustee as a beneficiary to a person for a benefits plan. We had created the Trustee using "Manage Beneficiary Organization" in the setup and Maintenance.we have also added few roles for our seeded employee role , but still can't view/add the Trustee as a beneficiary to an employee for a Benefits plan.

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