Steps 1-3:
Step 4: Select the correct change reason. For beneficiaries, select “Change Beneficiaries”
Steps 5-7:
Step 8:
Step 9:
Steps 10-12: (if adding new beneficiaries, select “Add new beneficiary” in step 11. To update/change existing beneficiaries, select “Existing Beneficiary Persons” in step 11.
If you have multiple beneficiaries, be sure the percentage fields (step 12) all total to 100%. You can’t have less than or more than 100% total.
