> ## Documentation Index > Fetch the complete documentation index at: https://docs.nuevesolutions.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Beneficiaries ## Overview Use **Manage Beneficiaries** to add or remove beneficiaries for eligible accounts. A beneficiary is a person you designate to inherit assets on the account. To access this flow, open **Account Options** and click **Manage** under **Manage Beneficiaries**. Account Options screen showing Open a New Account, Manage Certificates, and Manage Beneficiaries options ## Add a Beneficiary ### Step 1 - Select an account On the **Manage Beneficiaries** screen, click **Add Beneficiary** next to the account you want to update. Manage Beneficiaries account list with Add Beneficiary actions ### Step 2 - Enter beneficiary details Complete all required fields on **Add Beneficiary Information**: * First Name * Last Name * Social Security Number (SSN) * Date of Birth (DOB) * Relationship Click **Next**. ### Step 3 - Confirm and submit Review the summary on **Confirm Beneficiary Information** and click **Confirm Beneficiary**. ### Step 4 - Success After submission, a success modal confirms the beneficiary was added. Success modal confirming beneficiary has been added ## Remove a Beneficiary ### Step 1 - Locate the beneficiary On the **Manage Beneficiaries** screen, expand the account and find the beneficiary card you want to remove. Manage Beneficiaries screen with existing beneficiary cards and Remove links ### Step 2 - Confirm removal Click **Remove** on the beneficiary card. In the **Remove Beneficiary** modal, review the beneficiary details and click **Remove Beneficiary**. Remove Beneficiary confirmation modal showing beneficiary details ### Step 3 - Success A success modal confirms the beneficiary was removed. Success modal confirming beneficiary has been removed **Note** Removing a beneficiary is permanent. To add that person again later, complete the Add Beneficiary flow again.