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”
4. To create a new beneficiary entry click “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
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.
Copying a beneficiary to another plan
Add beneficiary designation
Adding a beneficiary
Update or Remove a beneficiary
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.