Add a beneficiary

Instructions for the mobile app

1. From the Beneficiaries screen of the enrolment process, in the Primary (or Contingent) section, select Add Beneficiary.

2. On the Add Beneficiary pop-up, select a Beneficiary Type. Beneficiary types can include: Person, Existing Dependent, Irrevocable Beneficiary, Organization, or Estate. Then fill in the corresponding details.

3. Select Save.

4. On the Beneficiaries screen, fill in the percentage allocation before confirmation of enrolment.

   Note: You will not be able to select Next unless beneficiary allocation totals 100%.

Instructions for the web app

1. From the Beneficiaries screen of the enrolment process, in the Primary or Contingent section, select Add Beneficiary.

2. On the Add Beneficiary pop-up, select a Beneficiary Type. Beneficiary types can include: Person, Existing Dependent, Irrevocable Beneficiary, Organization, or Estate. Then fill in the corresponding details.

3. Select Save.

4. On the Beneficiaries screen, fill in the percentage allocation before confirmation of enrolment.

   Note: You will not be able to select Next unless beneficiary allocation totals 100%.