If you're looking to add or change your beneficiary, follow the steps below:


How to Add 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. Click on the "Plus" button on the bottom right of your screen.


4. Add in the new beneficiaries details including their; First Name, Last Name, Relationship, Date of Birth, and Percentage of Benefit.


    Note: If you are adding a new beneficiary, and already have beneficiaries on your plan, you must update the total share amount between all beneficiaries to equal 100%. You will be able to make this change when creating a new beneficiary. 


5. Once you have added in all the details, and the total amount of all beneficiaries shares equal 100%, 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 Add a Beneficiary on Desktop:


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


2. Click on "My Account" on the left-hand side navigation. 


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


3. Click on the "Plus" button on the bottom right of your screen.


4. Add in the new beneficiaries details including their; First Name, Last Name, Relationship, Date of Birth, and Percentage of Benefit.


    Note: If you are adding a new beneficiary, and already have beneficiaries on your plan, you must update the total share amount between all beneficiaries to equal 100%. You will be able to make this change when creating a new beneficiary. 


5. Once you have added in all the details, and the total amount of all beneficiaries shares equal 100%, click the "Finish" button. 


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


To learn how to add a beneficiary to your account, you can also watch the video below: