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Beneficiaries instructions

1. Log in to your account.

2. On the Workspace page, click “your name” in the upper right corner of the page.

The “your name” is the participants name as it appears in the upper right corner of any page on the site.

3. Click “Change Beneficiaries”

Change Beneficiaries

4. To create a new beneficiary entry click “Add a Beneficiary.”

  • Enter the new beneficiary’s details then click the “Save” button. Please note that fields with a red asterisk are required.
Add a beneficiary

5. To edit a beneficiary, click the plus sign by the beneficiaries’ name. Edit the desired fields on the record, and then click the “Save” button.

6. To delete a beneficiary, while editing the record, click the “Delete” button. Note that only unassigned beneficiaries can be deleted.

Edit and Delete beneficiary

Edit and Delete beneficiary

7. To set or manage Beneficiary designations, click the “Beneficiary designations” button. Scroll down until the buttons “Manage Your Beneficiary” and “Change Beneficiary Designation” are shown.

  •  Click “Change Beneficiary Designation”
    • You may also apply one account’s beneficiary designations across the plan or individually by using the copy feature.

Copying a beneficiary to another plan

Change Beneficiary Designation
  • To add a beneficiary, click the “Add Beneficiary Designation” then select the person to add from the dropdown. Set Primary or Contingent, enter a percentage and click the “Add” button.

Add beneficiary designation

Add beneficiary designation

Adding a beneficiary

Adding a beneficiary

Update or Remove a beneficiary

Update or Remove a beneficiary
  • To modify a designation, click the “Update” link to change the beneficiary type and percentage. When complete click the “Save” button.
  • To remove a beneficiary designation, click the “Remove” link.

8. To review your beneficiary designation, on any page, click “your name” in the upper right corner of the page. Click “Change Beneficiaries.” Then click the “beneficiary designation” button.