Guide to Adding or Changing Beneficiaries | Scribe

    Guide to Adding or Changing Beneficiaries

    • Justwealth Team |
    • 0 step |
    • 2 minutes
    Navigate to <>
    Click "Account Access" near the top right of the home page
    Click "Client Portal"
    Enter your "Email Address" and "Password" , and click"LOG IN"
    Click "Account Details" on the left hand side of the page
    Click "Beneficiaries" under Account Details
    Click "Add or Change Beneficiary" at the top right of the Beneficiary Details window
    Click "OK" after reviewing the message
    Enter your first name, last name and email address of the account owner, and hit "SUBMIT".
    You will be presented with an official Beneficiary Designation Form, which will guide you through the addition of required information by hitting the green Next button and following the instructions. The form will prompt you to digitally sign the Beneficiary Form in order to complete it.
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