Editing a rejected beneficiary

If a beneficiary that you created is rejected by an approver, you will receive an email to let you know that the beneficiary was not approved. You can then edit and resave the beneficiary template.

To review and edit a rejected beneficiary

  1. On Your Dashboard, under Action Items, click Rejected beneficiaries.

    Action Items list showing Rejected beneficiaries link

    The Beneficiaries page opens and displays a list of rejected beneficiaries.

    List of declined beneficiaries

  2. Click the Edit icon edit icon beside beneficiary's name or choose Edit from the dropdown list to edit the beneficiary template.
  3. On the Edit Beneficiary page, check the reason that the beneficiary was rejected.

    Edit Beneficiary page showing reason for rejection

  4. Make the required changes, and then click FINISH.
    If your account configuration requires you to authenticate via Multi-Factor Authentication when creating, or editing a beneficiary,  when you click FINISH, you will be prompted to select one of the authentication methods you set up. For more information, see Multi-Factor Authentication
    The updated beneficiary now goes back into the approval queue.