Set an Expiry Date for Authorised Nominees

We've added a new optional way to help you keep families' authorised nominees current and accurate!

Why we're introducing this

A number of Services advised us they needed a way to control the period in which authorised nominees are valid. By default, authorised nominees remain valid in your system until your Service marks them as archived. That behaviour isn't changing, this new feature simply gives you the option to have expiry dates applied automatically if that suits how your Service works.

What's changing?

Nothing changes unless you ask us to turn this on. If you don't opt in, authorised nominees will continue to work exactly as they do now, they'll stay valid until your Service archives them, with no automatic expiry.

If you do opt in, expiry dates can be set for an authorised nominee. Depending on the option you choose, this can be collected from families on your forms or updated directly in the system. Once that date arrives, that nominee's authorisations are automatically removed, no manual intervention is required on your end.

This means each family's authorised nominee list can be reflected based on the family's wishes when they complete the form, or based on what your Service advises us.

What you need to do

Nothing right now. This feature is off by default, so your authorised nominees will keep working as they do today unless you choose to opt in.

If you'd like to start using expiry dates, please contact our Customer Support Team. When you get in touch, let us know which of the following options suits your Service:

• Option A - Expire at the end of the enrolment year: All authorised nominees automatically expire at the end of the year the enrolment form relates to.
• Option B - Families set the expiry date: Families can set and update the expiry date themselves on your form. If a family doesn't provide a date, that nominee stays valid indefinitely, as it works now.
• Option C - Combined (family date, with a default): Families can enter an expiry date on your form. If no date is provided, it will default to the end of the year the enrolment was valid for.

If you have any other questions about this change, please reach out to us, we're happy to help.