How to Add Beneficiaries

Viewing Beneficiaries

1. View a Member Record through Member Management – Membership – Search
2. Click the Beneficiaries tab.
   • The default is the Beneficiaries tab. You may not need to Click the tab.
3. Below the Find Beneficiary & Add Beneficiary buttons you will find a record of any Beneficiaries on file.

Find Beneficiary

Allows you to search for another member in IMSe to add as a beneficiary for the original member.

1. Enter the search criteria in the pop-up window
2. A name or list of names will appear in the Search Results box.
3. There is a check mark under the Actions column. Click the check mark. A smaller pop-up window will open.
4. Enter details or select from the drop-down menu.
   • Beneficiary type: Primary or Secondary
   • Relationship: Choose how the beneficiary is related to the member
   • Enter the Effective date
   • Select the number of Shares. It is strongly suggested to enter at least 1 (even if there is only one beneficiary).
5. Click Save Beneficiary.

Add Beneficiary

• This button allows you to create a beneficiary (as a NON-MEMBER)
  • Enter First and Last names. These are mandatory fields.
  • Click Save. IMSe will search do an auto-search for similar names.
  • Click Create Non-Member If the beneficiary is not a member.

Complete the Beneficiary Information Form

It is recommended to enter at least 1 in the Shares field (even if there is not a secondary beneficiary).  Shares are the amount a Beneficiary Receives of the Total Shares for the Member.  One Beneficiary should receive 100 (% of the shares), whereas two Beneficiaries would split the shares 50/50.

After entering the information, Click Save Beneficiary.

To Add a Beneficiary Card to the Member’s record

• Click on the Member History tab from the Member summary page.
• Click the Browse button in the pop-up window.
• Select the card from the file location.
• Beneficiary Card is the default from the drop-down menu.
• Click Upload.