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:
Whether an employee made beneficiary designations for a benefit
Who their beneficiaries are
This article will help you:
Beneficiaries Report overview
The following information is included for all beneficiaries (whether they’re a person or an organization):
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.
Whether the beneficiary is primary or contingent.
If the employee hasn’t designated a beneficiary yet, this field will say “No Designation.
The percentage of the benefit amount the beneficiary is entitled to receive.
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.
First / Middle / Last Name
The beneficiary’s name.
The beneficiary’s identification number.
Date of Birth
The beneficiary’s date of birth.
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.
The organization’s name.
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.
The organization’s postal/zip code.
Download the Beneficiaries Report
From your League Admin account:
1. Click “Reports” or "Insights".
2. Click the “Beneficiaries” tab.
3. Click “Download Beneficiaries Report”.
The report will download to your computer as a .csv file.