Remove or Modify a Beneficiary

Instructions
  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Account Inheritance.

    The remove or modify a beneficiary panel in portal

  2. To remove a beneficiary, on the Account Inheritance page click the X icon on the row listing the beneficiary.

  3. To modify a beneficiary, on the Account Inheritance page click the pencil icon on the row listing the beneficiary, then modify the information as required and click Continue.

  4. To view beneficiary information, click the "i" information icon.

    If prompted, enter the confirmation number sent to your email address and click Continue.

 

Additional Resources