Can I add a beneficiary? :

Can I add a beneficiary?

Modified on Tue, 2 Sep, 2025 at 9:41 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 settings”
  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. Only individuals can be a beneficiary (i.e., no entities or trusts).

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.