Add a beneficiary

task brazil Updated Sep 10, 2026 1 min read t_CreateOrModifyABeneficiary.md

Raw file servicenow.com

Add a beneficiary to a human resources profile.

Before you begin

Role required: sn_hr_core.profile_writer

Procedure

Navigate to the HR Beneficiary form either via the Beneficiaries module or an employee's HR profile:

Do this

Beneficiaries module

Go to All > HR Profile > Beneficiaries.
Select New.

Employee's HR Profile

Go to All > HR Profiles.
Select a profile. Be sure to select the HR profile number, not the employee name.

[Omitted image "hr-profile.png"] Alt text: HR Profiles list showing employee information including profile numbers, names, departments, and job titles.

Scroll down to the related lists to the Beneficiaries module.
Select New.

3. Complete the form.

The fields you see depend on how the form is configured and what fields are selected to display.

Field	Description
Employee	The user who submitted the case. Click the lookup icon and select the user.
Contact	Click the Lookup using list to view a list of contacts for the employee.Click New to enter a new contact for the employee. You can specify the relationship to the employee and emergency contact here.
First name	First name of the beneficiary. Displays from Contact information.
Last name	Last name of beneficiary. Displays from Contact information.
Date of birth	Beneficiary birth date.
National tax ID	Social security number of the beneficiary or tax ID number for a trust account.
Trust	Check if the beneficiary is a trust.
Relationship	Relationship to the employee.
Benefit type	Type of benefit, such as, 401(k), Basic Life, Retirement Plan, or Voluntary Life.
Beneficiary type	Primary or contingent.
Percentage	Percentage amount of the benefit distributed to the beneficiary.

4. Select **Submit**.

Parent Topic:HR Profile

167 lines · 3.1 KB Wrap lines

---
title: Add a beneficiary
description: Add a beneficiary to a human resources profile.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/t\_CreateOrModifyABeneficiary.html
release: brazil
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [HR Profile, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Add a beneficiary

Add a beneficiary to a human resources profile.

## Before you begin

Role required: sn\_hr\_core.profile\_writer

## Procedure

1.  Navigate to the HR Beneficiary form either via the Beneficiaries module or an employee's HR profile:

2.  <table id="table_emg_jm5_w2c"><thead><tr><th>

To

</th><th>

Do this

</th></tr></thead><tbody><tr><td>

Beneficiaries module

</td><td>

1.  Go to **All** &gt; **HR Profile** &gt; **Beneficiaries**.
2.  Select **New**.


</td></tr><tr><td>

Employee's HR Profile

</td><td>

1.  Go to **All** &gt; **HR Profiles**.
2.  Select a profile. Be sure to select the HR profile number, not the employee name.

\[Omitted image "hr-profile.png"\] Alt text: HR Profiles list showing employee information including profile numbers, names, departments, and job titles.

3.  Scroll down to the related lists to the Beneficiaries module.
4.  Select **New**.


</td></tr></tbody>
</table>3.  Complete the form.

    The fields you see depend on how the form is configured and what fields are selected to display.

<table id="table_opj_hct_nv"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Employee

</td><td>

The user who submitted the case. Click the lookup icon and select the user.

</td></tr><tr><td>

Contact

</td><td>

Click the **Lookup using list** to view a list of contacts for the employee.Click **New** to enter a new contact for the employee. You can specify the relationship to the employee and emergency contact here.

</td></tr><tr><td>

First name

</td><td>

First name of the beneficiary. Displays from **Contact** information.

</td></tr><tr><td>

Last name

</td><td>

Last name of beneficiary. Displays from **Contact** information.

</td></tr><tr><td>

Date of birth

</td><td>

Beneficiary birth date.

</td></tr><tr><td>

National tax ID

</td><td>

Social security number of the beneficiary or tax ID number for a trust account.

</td></tr><tr><td>

Trust

</td><td>

Check if the beneficiary is a trust.

</td></tr><tr><td>

Relationship

</td><td>

Relationship to the employee.

</td></tr><tr><td>

Benefit type

</td><td>

Type of benefit, such as, 401\(k\), Basic Life, Retirement Plan, or Voluntary Life.

</td></tr><tr><td>

Beneficiary type

</td><td>

Primary or contingent.

</td></tr><tr><td>

Percentage

</td><td>

Percentage amount of the benefit distributed to the beneficiary.

</td></tr></tbody>
</table>4.  Select **Submit**.


**Parent Topic:**[HR Profile](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/c_HRProfileRecords.md)