To add, modify, or remove a beneficiary,
- Go to your Account Page
- Select View Policy
- Select the Beneficiary tab to modify primary beneficiaries
- Select the Contingent Beneficiary tab to modify contingent beneficiaries.
Here are some ways you can edit your beneficiaries:
- To add a new beneficiary > Select Add Beneficiary
- To edit the beneficiary percentage > Select Modify Percentage
- To delete a beneficiary > Select Edit > Select Delete Beneficiary
- To edit the beneficiary’s personal details > Select Edit
- To save your changes > Select Save Beneficiary
You can add a person or a trust as your beneficiaries. If you’d like to add a corporation, a testamentary trust, or someone who doesn’t live in the United States as one of your beneficiaries, please email us at firstname.lastname@example.org.