How do I add a beneficiary?
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Meg

May 11, 2021 17:54

1. Navigate to the dropdown menu on the top right of the screen.

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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

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5. Fill out the required fields with the beneficiary’s information

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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.