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 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.