Can I add a beneficiary to my account?

You are able to designate primary and contingent beneficiaries for your Save account. A primary beneficiary inherits your account in the event of your death. Allocatinga a beneficiary allows for a smoother transition of your assets in the event of your death. A contingent beneficiary will inherit your assets in the event that no primary beneficiary is surviving at the time of your death. 

You will be prompted to add a beneficiary at account sign-up and can add or edit a beneficiary at any time through the Save App and Online Portal. Below are step-by-step instructions on how to add a beneficiary to your account. 

From the Save App

• Log in to your Save App.
• Click on the Account Settings individual icon in the top left corner.
• Click on Beneficiary.
• Click on Add.
• Complete the requested beneficiary information. Include a % share. 
• Repeat this process until you reach 100% if you're adding multiple beneficiaries or adding contingent beneficiaries. 
• Click Save.

• A summary page will appear for your review. 
• To edit or remove a beneficiary. Click on the established beneficiary for the Edit or Remove option. Note: You must have 100% in beneficiary share. 

From the Online Portal

• Login to your account at joinsave.com.
• Click the individual icon in the top right corner next to the notification bell.
• Click on Beneficiary.
• Click on Add New.

• Complete the requested beneficiary information. Include a % share. 
• Repeat this process until you reach 100% if you're adding multiple beneficiaries or adding contingent beneficiaries. 
• Click Save.
• A summary page will appear for your review. 
• To edit or remove a beneficiary. Click on the established beneficiary for the Edit or Remove option. Note: You must have 100% in beneficiary share.