When creating a new beneficiary, more fields for contact need to be had beside Name and Relationship.
Kyle MacDonald
| Company | ISC Constructors |
| Job Title / Role | DBA/Developer |
| I need it... | 12 months |
Dear Viewpoint Suggestion Box contributor;
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Agreed! There should be an option to select a person or a trust/entity for people to populate during a benefit that allows/requires beneficiaries. Other ideas for this build out:
Time/Date stamp for the beneficiary entry
Ability to change beneficiaries year round in the portal without opening an enrollment window
Better reportability of current or past beneficiary submissions in Vista
On the subtotals, summary pages, and window history audit report, it calls beneficiaries “dependents”. This has caused some confusion. Better separation and clarity for the employee when they are submitting beneficiaries