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 AddClick 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 Add a Beneficiary on Desktop:


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


2. Click on "My Account" from the Dashboard or on the gear icon in the top right.


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


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 + 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. 


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.