Guide to Adding or Changing Beneficiaries

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.