How to Enter your Insurance Beneficiary(ies)

Learn how to efficiently manage your account by adding your Insurance Beneficiary(ies) to your profile. This guide simplifies the process of entering details and assigning specific distribution percentages for each individual.

Stefanie Uyesugi-Cooper
40 steps
6 minutes

Hroffice

Logging into the Member Portal

Navigate to <https://uccbenefits.hroffice.com/>

Click on the **Employee ID** field and enter your numeric employee ID number

Tip! You can find your Employee ID Number on your GreenShield card.

Click on the **Password** field and enter your password

If you have forgotten you password, please visit ["How to Reset your Password](https://scribehow.com/viewer/How_to_Reset_Your_Password__TV0ckxi1RH2EFejnFCA1tw)" for resetting instructions.

Click "Login"

Navigate to the Home page of the Member Portal.

Click "Restart" under the **Beneficiary Changes** section

Adding an Insurance Beneficiary

Click "Add a Beneficiary"

Select "Add a new beneficiary"

Click "Next"

Click on the **First name** field and enter your beneficiary's first name

Click on the **Last name** field and enter your beneficiary's last name

Click the drop down arrow beside the **Relationship** field

Choose the relationship option that applies to your designated beneficiary

Click the drop down arrow beside the **Gender** field

Choose the gender that applies to your designated beneficiary

Click the **Date of Birth** field

Enter the date of birth of your designated beneficiary

OPTIONAL: Click on the **Phone** field and enter your beneficiary's phone number.

Click "Save"

Repeat Steps 7 through 19 to add another beneficiary.

**Your Spouse is not the default beneficiary for Life Insurance**.

You will have to elect your beneficiary(ies), **including your Spouse**, and assign the appropriate allocations below.

Insurance Beneficiary Allocations

Click the **Percentage** field and enter the percentage allocation

Tip! Total allocations must equal 100%.

Repeat Step 21 to enter the allocation percentage(s) for each beneficiary across the **Member Life Insurance**, **Optional Member Life Insurance**, and **Member AD&D Insurance** categories.

Click "Next"

Final Review and Agreement

Review the **Terms and Conditions**. To expand the terms, click on the "Read full terms and conditions"

Review the full terms, then check the "I agree to the Terms and Conditions" checkbox

Review the **Electronic Beneficiary Approval** then check the "I agree to Electronic Beneficiary Approval" checkbox

Click "Complete Enrolment"

OPTIONAL: If you would like to review your beneficiary changes, click "View my Enrolment Summary"

Click "Take me home"

If you have questions or need assistance, please contact us at:\ pabas-go-live@united-church.ca or 1-855-647-8222.

OPTIONAL: Adding a Trustee (for underage beneficiaries)

Click "Manage Trustees"

Click "Add a new trustee"

Click the **First name** field, and enter your trustee's first name

Click the **Last name** field, and enter your trustee's last name

Click the drop down arrow beside the "Relationship to member" field

Choose the relationship option that **you** have with your trustee

Click "Save"

To add a trustee, click on the drop down arrow beside "Choose a trustee"

Click on the option you want to assign to your beneficiary

Appoint the trustee for each **Beneficiary(ies) under age of majority** by repeating steps 37 and 38

Click on "Save & Back to Beneficiaries"

If you have questions or need assistance, please contact us at:\ pabas-go-live@united-church.ca or 1-855-647-8222.

How to Enter your Insurance Beneficiary(ies)

Stefanie Uyesugi-Cooper
40 steps
6 minutes

Hroffice

Logging into the Member Portal

Navigate to <https://uccbenefits.hroffice.com/>

Click on the **Employee ID** field and enter your numeric employee ID number

Tip! You can find your Employee ID Number on your GreenShield card.

Click on the **Password** field and enter your password

If you have forgotten you password, please visit ["How to Reset your Password](https://scribehow.com/viewer/How_to_Reset_Your_Password__TV0ckxi1RH2EFejnFCA1tw)" for resetting instructions.

Click "Login"

Navigate to the Home page of the Member Portal.

Click "Restart" under the **Beneficiary Changes** section

Adding an Insurance Beneficiary

Click "Add a Beneficiary"

Select "Add a new beneficiary"

Click "Next"

Click on the **First name** field and enter your beneficiary's first name

Click on the **Last name** field and enter your beneficiary's last name

Click the drop down arrow beside the **Relationship** field

Choose the relationship option that applies to your designated beneficiary

Click the drop down arrow beside the **Gender** field

Choose the gender that applies to your designated beneficiary

Click the **Date of Birth** field

Enter the date of birth of your designated beneficiary

OPTIONAL: Click on the **Phone** field and enter your beneficiary's phone number.

Click "Save"

Repeat Steps 7 through 19 to add another beneficiary.

**Your Spouse is not the default beneficiary for Life Insurance**.

You will have to elect your beneficiary(ies), **including your Spouse**, and assign the appropriate allocations below.

Insurance Beneficiary Allocations

Click the **Percentage** field and enter the percentage allocation

Tip! Total allocations must equal 100%.

Repeat Step 21 to enter the allocation percentage(s) for each beneficiary across the **Member Life Insurance**, **Optional Member Life Insurance**, and **Member AD&D Insurance** categories.

Click "Next"

Final Review and Agreement

Review the **Terms and Conditions**. To expand the terms, click on the "Read full terms and conditions"

Review the full terms, then check the "I agree to the Terms and Conditions" checkbox

Review the **Electronic Beneficiary Approval** then check the "I agree to Electronic Beneficiary Approval" checkbox

Click "Complete Enrolment"

OPTIONAL: If you would like to review your beneficiary changes, click "View my Enrolment Summary"

Click "Take me home"

If you have questions or need assistance, please contact us at:\ pabas-go-live@united-church.ca or 1-855-647-8222.

OPTIONAL: Adding a Trustee (for underage beneficiaries)

Click "Manage Trustees"

Click "Add a new trustee"

Click the **First name** field, and enter your trustee's first name

Click the **Last name** field, and enter your trustee's last name

Click the drop down arrow beside the "Relationship to member" field

Choose the relationship option that **you** have with your trustee

Click "Save"

To add a trustee, click on the drop down arrow beside "Choose a trustee"

Click on the option you want to assign to your beneficiary

Appoint the trustee for each **Beneficiary(ies) under age of majority** by repeating steps 37 and 38

Click on "Save & Back to Beneficiaries"

If you have questions or need assistance, please contact us at:\ pabas-go-live@united-church.ca or 1-855-647-8222.