Adding wills and trusts as beneficiary

  1. Select Benefits.
  2. Click the Dependents and Beneficiaries tab.
  3. Click Add.
  4. Select the Add a Will or Trust as Beneficiary check box.
  5. Specify this information:
    Add a Will or Trust as Beneficiary
    Select this check box if the beneficiary is a will or trust.
    Entity
    Specify the name of the will or trust.
    Primary Phone
    Specify the primary phone number for the will or trust.
    Alternate Phone
    Specify an alternate phone number for the will or trust.
    Address
    Specify the address for the will or trust. You can use your home or mailing address, or you can specify a country code and then specify a new address.
    Comment
    Specify any additional information about the will or trust.
  6. Click Submit.