Editing Beneficiary Details

To edit details for a beneficiary:

  1. Click the Edit Beneficiaries tab. You can edit personal and contact information as well as share of proceeds.
  2. Click Edit in the column containing the information that you want to edit.
  3. Edit the personal information and/or payment option and percentage of shares.

Hover over the Question Mark icon to display helpful tips.

  1. Click Save.

 

See also

Adding a Beneficiary

Deleting a Beneficiary