- Retirement Benefits → Settings, after retirement enrollment.
- Your employer’s Deferred Compensation plan Dashboard.
Add a person
- Select Add beneficiary when the list is empty, or Add when it already contains people.
- Enter Full name, select Relationship, and enter an Allocation percentage.
- Complete the other required fields shown. You can also record the available contact details.
- Select Add, then check the person and percentage in the list.


Edit or remove a person
- Use the edit control beside the person’s name, update the fields, and select Save.
- Use the remove control beside the name and confirm Remove to remove that person.
- Check the allocation summary again after either action.
