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How to Transfer a Benefit Allocation

Transferring moves a benefit from one beneficiary to another. It does not reassign the existing record in place. Instead, it expires the original Benefit_Allocation__c (sets Benefit_End_Date__c to today and Benefit_Status__c to Expired) and inserts a new Benefit_Allocation__c for the new Contact (status Active, with the same Purchase Activity and end date as the original).
1

Open the Benefit Allocation

Open a Benefit Allocation record detail page.
2

Click Transfer Allocation

At the top-right, click Transfer Allocation.
The Transfer Allocation button at the top right of a Benefit Allocation record

The Transfer Allocation action on a Benefit Allocation

3

Choose the new beneficiary

Choose the individual to whom you want to transfer the Benefit Allocation.
The Transfer Allocation dialog with the list of individuals to transfer the benefit to

Choosing the individual to transfer the allocation to

4

Confirm and finish

Confirm that the details of the transfer are correct, then click Finish.
The Transfer Allocation confirmation screen showing the transfer details

Confirming the transfer details

When you transfer a Benefit Allocation, the original beneficiary’s allocation is expired and a new allocation is created for the new beneficiary. The original record remains, marked Expired.

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Limitations and Common Pitfalls

  • Transferring consumes a slot when restore is off. A transfer expires the original allocation and creates a new active one. When the Product’s Restore Allocation to Purchase Activity (Restore_Allocation_to_Purchase_Activity__c) is unchecked, the expired original keeps counting toward the Purchase Activity’s active beneficiaries — so the transfer uses an extra slot. If the Purchase Activity is already at its Maximum Allocations, the transfer is blocked. Only when Restore is on is a transfer slot-neutral.