Edit/Remove a Joint/Designated Beneficiary

 How do I edit a specified beneficiary? 

1. Click the three dots on the right side of the box and select “Edit beneficiaries” from the drop down list.
2. Make the changes you wish and click the green check mark to save.

 How do I remove a specified beneficiary? 

1. Click the three dots on the right side of the box and select “Remove” from the drop down list.
2. The specified beneficiary along with any assets you have marked as joint with or designated to them will be removed. These assets will reappear in the “remaining assets/balance of estate” list.

How do I remove an asset from the Joint/Designated section? 

1. Click the "X" on the right side of the asset you wish to remove. This asset will reappear in the “Remaining Assets/Balance of Estate” list.