Can I add a beneficiary?

Modified on Wed, 15 Mar 2023 at 11:25 AM

Yes! A beneficiary is the person, or people you choose to inherit your money in SecureSave. Follow these steps to add a beneficiary:

  1. Log in to your SecureSave account
  2. Click your name or the “Profile Icon” at the top right corner
  3. Click on “Account”
  4. Scroll down to “Beneficiaries”
  5. Click the “Manage Beneficiaries” button then the “Add Beneficiaries” button. 
  6. Input all required beneficiary information.
  7. Click “Save Beneficiary”

You can add up to five (5) beneficiaries to your account. If you add multiple beneficiaries, each will receive an equal share.

Note: If you are married and reside in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, WI), you can only designate your spouse as the beneficiary.

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