---
title: Add a beneficiary
description: Add a beneficiary to a human resources profile.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/t\_CreateOrModifyABeneficiary.html
release: brazil
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [HR Profile, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Add a beneficiary

Add a beneficiary to a human resources profile.

## Before you begin

Role required: sn\_hr\_core.profile\_writer

## Procedure

1.  Navigate to the HR Beneficiary form either via the Beneficiaries module or an employee's HR profile:

2.  <table id="table_emg_jm5_w2c"><thead><tr><th>

To

</th><th>

Do this

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

Beneficiaries module

</td><td>

1.  Go to **All** &gt; **HR Profile** &gt; **Beneficiaries**.
2.  Select **New**.


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

Employee's HR Profile

</td><td>

1.  Go to **All** &gt; **HR Profiles**.
2.  Select a profile. Be sure to select the HR profile number, not the employee name.

\[Omitted image "hr-profile.png"\] Alt text: HR Profiles list showing employee information including profile numbers, names, departments, and job titles.

3.  Scroll down to the related lists to the Beneficiaries module.
4.  Select **New**.


</td></tr></tbody>
</table>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.  Select **Submit**.


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