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Life BTM Ideas Portal
Created by Laura Zahn
Created on Aug 30, 2022

Indicator | Beneficiary Processing

When adding a beneficiary and we are notified that the bene does not have a US SSN, it would be nice if we there was a box to check that would tell us that there is no SSN as they live in a foreign country, this way it over rides in the system, and would not ask for the information in a bene confirm follow-up letter, and the bene confirm would show as if we had the information. However this is in no way a solution as not having the information, because if we are not notified that the bene does not have a SSN we would need to reach out as some bene's have a SSN but live in a foreign country. Same could be true for foreign phone numbers.


Submitted by: Julie Engelby

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  • Laura Zahn
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    Nov 10, 2022