Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Terminate A Group Member

Terminate A Group Member

Cancel the policy and update the term premium for a group member and their dependents.

  1. From the Mid-Term Adjustments tab on the Group Account page, click Terminate Member.
  2. In the Terminate Member search bar, find the member.
  3. Enter a termination date within the policy’s effective date range. Click Terminate and then confirm the termination.
    A bell notification lets you know that the termination processing completed.
  4. After the policy termination, view the policy details to confirm the policy’s canceled status and updated term premium.
 
Loading
Salesforce Help | Article