Editing Beneficiary Details
To edit details for a beneficiary:
- Click the Edit Beneficiaries tab. You can edit personal and contact information as well as share of proceeds.
- Click Edit in the column containing the information that you want to edit.
- Edit the personal information and/or payment option and percentage of shares.Hover over the question mark icon to (
) display helpful tips.
- Click Save.
See also
Help version 11.1