Hello [Recipient Name],
Thank you for reaching out about updating the beneficiaries listed on your account. We know these situations can be confusing or time-sensitive, so we want to walk you through the process as clearly as possible.
Below is a detailed walkthrough designed to give you clarity about why this issue may be occurring, what you should expect at each stage, and how to resolve it even if something doesn’t behave exactly as described. Please work through the steps in order and pause anytime you need more help.
- Sign in to your online account and locate the Beneficiaries or Account Details section.
- Review your current beneficiary designations, including primary and contingent beneficiaries.
- Select the option to Add, Edit, or Remove beneficiaries as needed.
- Provide complete information for each beneficiary, including legal name, relationship, date of birth, and contact information.
- Carefully review any required spousal consent or notarization requirements listed on the screen or in the instructions.
- Submit your changes and confirm that you receive an on-screen confirmation or follow-up email summarizing the new designations.
- Keep a copy of your updated beneficiary information for your personal records and review it periodically, especially after life events.
In many cases, completing these steps resolves the issue without any further action. If something on your screen looks different from what is described here, make a note of what you see so you can share those details if you contact support.
If you still need help after trying these steps, you can contact using the phone number or secure message options listed in your online account. Having your member ID, recent correspondence, and any screenshots ready will help our team assist you more quickly.
We hope this was helpful and closes your issue, if not please reply to this issue or open a new one within the application. Thank you.
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