Collect updated nominee information

• Ask the employee to provide complete nominee details including full name and relationship.
  
• Obtain supporting documents such as Aadhaar or other identity proof of the nominee.
  
• Ensure the employee’s personal and insurance information is accurate and updated.
  
• Confirm that the nominee is legally valid as per the employee’s declaration.
  
• Retain a signed nomination form or written request from the employee for recordkeeping.
  

Access the employer portal with valid credentials

• Log in using the authorized user ID and password assigned to the establishment.
  
• Navigate to the employee management or insured person details section.
  
• Search for the employee using the IP number or full name.
  
• Open the specific employee profile for editing.
  
• Proceed to the section that displays nominee or dependent details.
  

Update the nominee information

• Enter the new nominee’s name, relationship, and date of birth accurately.
  
• Remove or edit any previously entered nominee details as required.
  
• Attach scanned copies of supporting documents, if the portal prompts for them.
  
• Ensure all mandatory fields are filled before submission.
  
• Cross-check the entries before confirming the update.
  

Submit and verify changes

• Submit the updated nominee details for system approval.
  
• In some cases, the changes may reflect immediately without additional verification.
  
• For sensitive updates, the system may flag the request for review.
  
• Monitor the update status in the employee’s profile section.
  
• Inform the employee once the nominee change is successfully recorded.
  

Maintain internal documentation

• File a hard copy or digital copy of the updated nominee form.
  
• Keep a record of the update date and confirmation for audit purposes.
  
• Update the same details in payroll or HR systems to ensure consistency.
  
• Regularly review and confirm the accuracy of nominee data for all employees.
  
• Encourage employees to review nominee details periodically for necessary updates.