If you're looking to add a trustee to your health plan, follow the steps below:


How to Add a Trustee 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 "Trustee" button.


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


4. Add in the new trustee details including their; First Name, Last Name, and Relationship.


5. Once you have added in all the details, 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 Trustee 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 "Trustee" tile (tab).


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


4. Add in the new trustee details including their; First Name, Last Name, and Relationship.


5. Once you have added in all the details, 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 new trustee, you can also watch the video below: