Add or Change Beneficiaries

Updating your client's beneficiary is a highly sensitive action so be prepared to provide additional supporting documentation.

Form Needed:

• Beneficiary Form

The process of updating an asset is pretty simple:

1. Have your client fill out the Beneficiary Form
2. Upload the Form by selecting Type Job
3. Upload a copy of the Beneficiary's photo Id
4. Done

You are done! Now all you have to do is wait. The Compliance Team might require some additional supporting documentation.