Follow the instructions below to add either a Primary or Contingent Beneficiary to your account. The share percentages for all Beneficiaries must total 100%.
To add a Primary Beneficiary:
- Login to the "Online Portal"
- Select the "Beneficiaries" tab on the main dashboard
- Click the "Add Primary Beneficiaries" button
- Complete all required fields
- Click the "Add Another Beneficiary" button to enter an additional Beneficiary
- Click "Review" to verify all information entered
- Click "Submit" to submit the request
*Use the "Add Document" button to upload supporting documentation such as; Trust documentation, etc.*
To add a Contingent Beneficiary:
- Login to the "Online Portal"
- Select the "Beneficiaries" tab on the main dashboard
- Click the "Add Contingent Beneficiaries" button
- Complete all required fields
- Click the "Add Another Beneficiary" button to enter an additional Beneficiary
- Click "Review" to verify all information entered
- Click "Submit" to submit the request
*Use the "Add Document" button to upload supporting documentation such as; Trust documentation, etc.*
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