How to help an employee with beneficiary nomination (via paper)

How to help an employee with beneficiary nomination (via paper)

While we encourage our users to nominate their beneficiaries digitally, we understand that employees sometimes require a paper option. In these cases, you may ask an employee to fill in a paper beneficiary form. Then, please mail in the original beneficiary form, with an ink signature, to Rise.

1. Navigate to Benefits, then under Manage Benefits, click People.

2. Select an employee you want to help with beneficiary nomination. On the right side of the employee name, click the three dots and select Update Info.

3. Click Update beneficiary information.

4. Download and print the beneficiary nomination form by clicking Download Form.