Who is listed as my beneficiary? How can I update this?


Do you need to update your policy's beneficiary information? Look no further!

1. First, you will need to log into your account on the Customer Portal.

2. In the left menu bar select the category: 'Beneficiaries' (see example below)

https://helpcenter-io.s3.amazonaws.com/uploads/cpaipw/yxCbKXtoTLNhG3XkgGWCWlbHZvtVmXgHxO9EI6Oi-beneficiaryportalmenu.png

3. Once viewing your Beneficiaries list, select 'Change Beneficiaries' in the top right corner (see example below)

https://helpcenter-io.s3.amazonaws.com/uploads/cpaipw/6PoZawJGTYjHCnIRdoDOM2eFMOnUiEtglNekkte5-changebeneficiarytoprightcorner.jpg

4. Follow the prompted process and fill out the required fields.


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