If you're looking to make changes to your beneficiary, follow the steps below:

How to Edit a Beneficiary on the App:

1. Open the Simply Benefits app, and click on the "Account" icon on the top right of your screen.

2. Next, click on the "Beneficiaries" button.

3. To edit: Click on the three dots by the beneficiary's name that you are looking to edit then click the "Edit" button.

4. To Add: Click the + symbol in the bottom right and follow the steps.

    Note: If you are changing the beneficiary's shares, you must update the total share amount between all beneficiaries to equal 100%. You will be able to make this change when editing the beneficiary. 

5. Click the "Finish" button.

6. Then, type in your password, name, e-signature, and date to confirm these changes and click the "Finish" button.

How to Edit a Beneficiary on Desktop:

1. Go to the Simply Benefits employee portal and login to your account.

2. Click on Account icon on the top-right of your screen (your initials), then select "My Account".

3. Next, click on the "Beneficiaries" tile (tab).

4. To edit: Click on the three dots by the beneficiary's name that you are looking to edit then click the "Edit" button.

5. To Add: Click the + ADD BENEFICIARY button and follow the steps.

    Note: If you are changing the beneficiary's shares, you must update the total share amount between all beneficiaries to equal 100%. You will be able to make this change when editing the beneficiary. 

6. Click the "Finish" button.

7. Then, type in your password, name, e-signature, and date to confirm these changes and click the "Finish" button.