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Applications Siebel Innovation Pack 2015 55 Siebel eEnrollment for Financial Services ■ Using Siebel eEnrollment for Financial Services Designating a Beneficiary As part of the enrollment process, you must designate beneficiaries for some types of products, such as 401K accounts and life insurance ...
Applications Siebel Innovation Pack 2014 55 Siebel eEnrollment for Financial Services ■ Using Siebel eEnrollment for Financial Services Designating a Beneficiary As part of the enrollment process, you must designate beneficiaries for some types of products, such as 401K accounts and life insurance ...
Designating a Beneficiary Some types of products, such as 401K accounts and life insurance policies, must have beneficiaries designated for them as part of the enrollment process. To name a beneficiary 1 Click the Home tab. 2 Click Review Prior Coverage. The Prior Policy screen appears. 3 ...
Designating a Beneficiary Some types of products, such as 401K accounts and life insurance policies, must have beneficiaries designated for them as part of the enrollment process. To name a beneficiary 1 Click the Home tab. 2 Click Review Prior Coverage. The Prior Policy screen appears. 3 ...