---
title: Add or modify a beneficiary
description: As an employee, you add a beneficiary to your benefit plan from the Employee Center.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/t\_CreateOrModifyABeneficiary.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [HR Profile, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Add or modify a beneficiary

As an employee, you add a beneficiary to your benefit plan from the Employee Center.

## Before you begin

Role required: none

## About this task

Employees can request to add or modify a beneficiary to a benefit plan by submitting a request through the Employee Center.

Alternatively, a manager can submit a tuition reimbursement request by opening an HR case: [Create an HR case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/search-hr-case.md).

## Procedure

1.  From the Employee Center menu, navigate to **Human Resources** > **Benefits** > **Health and wellness**.

2.  Click the **Add Beneficiaries** request.

3.  Complete the form.

    The fields you see depend on how the form is configured and what fields are selected to display.

<table id="table_opj_hct_nv"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Employee

</td><td>

The user who submitted the case. Click the lookup icon and select the user.

</td></tr><tr><td>

Contact

</td><td>

Click the **Lookup using list** to view a list of contacts for the employee.Click **New** to enter a new contact for the employee. You can specify the relationship to the employee and emergency contact here.

</td></tr><tr><td>

First name

</td><td>

First name of the beneficiary. Displays from **Contact** information.

</td></tr><tr><td>

Last name

</td><td>

Last name of beneficiary. Displays from **Contact** information.

</td></tr><tr><td>

Date of birth

</td><td>

Beneficiary birth date.

</td></tr><tr><td>

National tax ID

</td><td>

Social security number of the beneficiary or tax ID number for a trust account.

</td></tr><tr><td>

Trust

</td><td>

Check if the beneficiary is a trust.

</td></tr><tr><td>

Relationship

</td><td>

Relationship to the employee.

</td></tr><tr><td>

Benefit type

</td><td>

Type of benefit, such as, 401\(k\), Basic Life, Retirement Plan, or Voluntary Life.

</td></tr><tr><td>

Beneficiary type

</td><td>

Primary or contingent.

</td></tr><tr><td>

Percentage

</td><td>

Percentage amount of the benefit distributed to the beneficiary.

</td></tr></tbody>
</table>4.  Click **Submit**.

    The system creates an HR case and assigns it to the configured HR person. View the status of your request from the **My Requests** tab.


**Parent Topic:**[HR Profile](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/c_HRProfileRecords.md)