You may have benefits like life insurance or a pension where you’d like to add someone as a beneficiary — a partner, family member, or anyone important to you. Here’s how to add, remove, or adjust their share in your benefits.
Add a Beneficiary (Desktop)
Go to the benefit you’d like to update.
Click Selections.
Select Edit beside Add your beneficiaries.
Choose Add New Person to create a new beneficiary.
Fill in their details and set their percentage.
Click Save Changes when you’re done.
That’s it — your beneficiary has been added.
Add a Beneficiary (Mobile)
Open the benefit you want to update.
Tap Manage Benefit.
Select View Enrolments.
Under Add Your Beneficiaries, tap Edit.
You’ll be taken to a new page — tap Add Beneficiary.
Enter their details, set their percentage, and tap the arrow to save
Edit Beneficiary Percentages (Desktop)
Find the benefit you want to adjust.
Click Selections.
Select Edit beside Add your beneficiaries.
Update the percentages as needed. (You may need to untick I don’t want to assign anyone as a beneficiary first.)
To keep things simple, you can tick Split equally if you’d like to divide everything evenly.
All set — your updates will save once you confirm.
Edit Beneficiary Percentages (Mobile)
Find the benefit you’d like to edit.
Tap Manage Benefit.
Select View Enrolments.
Tap Edit beside Add your beneficiaries.
Tick the box beside the person you’d like to update.
Adjust their percentage using the slider, then tap the arrow to save.
If you run into any issues, our support team is here to help.