To remove a beneficiary from your account/health plan, follow these steps:


How to Remove 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 three dots next to the name of the beneficiary you are looking to remove.


4. Click the "Remove" button. 


5. Update how you would like to allocate your shares to your existing beneficiaries OR create a new beneficiary.


    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/removing 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 Remove 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 three dots next to the name of the beneficiary you are looking to remove.


4. Click the "Remove" button. 


5. Update how you would like to allocate your shares to your existing beneficiaries OR create a new beneficiary.


    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/removing 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.