Beneficiaries can only be added to Empower Personal Cash accounts using the full web-browser for your Empower Dashboard. This functionality is not yet available on the Empower mobile app.
To add a beneficiary to your Empower Personal Cash account, take the following steps:
- Hover over your Cash account (left-hand side) with your mouse/cursor
- Click the pencil icon that appears next to your Empower Personal Cash account
- In the Edit window, click the Edit button next to "Beneficiaries"
- Select your beneficiary from your existing household member list, or, add a new entry by selecting 'Add New'
Note: Empower Personal Cash accounts only support Primary beneficiaries at this time. For each (primary) beneficiary, set a percentage of your Cash account. You can have any number of (primary) beneficiaries, as long as the total percent split among each totals 100%.
- If you have multiple Empower Personal Cash accounts, you will need to designate beneficiaries for each account separately.
- Beneficiaries can be removed by clicking the "x" (next to the beneficiary's name) on the edit screen.