---
title: Add a beneficiary to a social benefits application in Social Benefits Playbook
description: As an agent, you can add multiple beneficiaries to an existing request for social benefits. Applicants, or the representatives of an applicant, can also add additional beneficiaries to an application through the Government Service Portal. Beneficiaries are people that share the household or are related to the applicant who will benefit from the assistance being provided.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-sbp-add-beneficiary.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [How to Add a beneficiary to a social benefits application, Add a beneficiary, Add a beneficiary to a social benefits application]
breadcrumb: [Using Social Benefits Playbook, Playbooks, Use, Public Sector Digital Services \(PSDS\)]
---

# Add a beneficiary to a social benefits application in Social Benefits Playbook

As an agent, you can add multiple beneficiaries to an existing request for social benefits. Applicants, or the representatives of an applicant, can also add additional beneficiaries to an application through the Government Service Portal. Beneficiaries are people that share the household or are related to the applicant who will benefit from the assistance being provided.

## Before you begin

Role required: admin

## Procedure

1.  In the CRM Workspace, navigate to **Lists** > **Social Benefits** > **All**.

2.  Select **New** to create a case.

3.  Select **Create Case**.

4.  On the Answer eligibility questions activity card, confirm the applicant's eligibility using the eligibility questions, and select **Check Eligibility**.

5.  If the applicant is eligible for the benefit associated with the application currently open, select **Start Application**.

6.  On the form, fill in the fields with the primary applicant's personal and financial information, including SSN, demographic information, location, and contact information, and select **Mark Complete** to continue to the next activity.

7.  Add any people who would also be receiving benefits along with the primary applicant.

    You may add more than one. Related people may include spouses, dependents, children, household members, or any person who may be receiving benefits along with the primary applicant.

8.  Select **Mark Complete**.