If you're looking to update or change your Trustee's information, follow these steps:    

                


How to Edit 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 three dots by the trustee's name that you are looking to edit then click the "Edit" button.


4. Update the fields you would like changed; First Name, Last Name, Relationship.


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 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 three dots by the trustee's name that you are looking to edit then click the "Edit" button.


4. Update the fields you would like changed; First Name, Last Name, Relationship.


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.