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 ...
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 ...
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 ...