To add a beneficiary to your account contact our support team and they will complete this request. When adding a beneficiary to your account, our support team will request the following information:
Account Owner's Name
Beneficiary's Name
Beneficiary's Address
Beneficiary's Date of Birth
Beneficiary's SSN
Beneficiary's Email
Beneficiary's Phone
Beneficiary's Relationship to Owner
If the need arises, your beneficiary can reach out (or vice-versa) and we'll do a manual account recovery process. They will need to verify your ID and have documents supporting why they are able to access your account. We partner with a bank (Evolve Bank & Trust), so the process is similar to recovering an account with other banking institutions.