1. Navigate to the dropdown menu on the top right of the screen.
2. Select Account Details and the Accounts tab
3. Use the account dropdown menu to select a desired account to choose a beneficiary for.
4. Select +Add a Beneficiary
5. Fill out the required fields with the beneficiary’s information
6. Choose the beneficiary account type you wish to set up - Pay on Death, or Totten Trust.
7. Review the information and submit. You have successfully added a beneficiary to your account.