To add, edit, or change beneficiaries of your account:
- Login to your Folio account using our client center
- On the top, far right of your menu select your username
- Select settings from the drop-down
- Scroll down to your accounts section and select beneficiaries for the account you wish to use
- Add, edit, or change beneficiaries as needed.
You can add as many primary and secondary beneficiaries as you wish. If you are married then your spouse needs to be your primary beneficiary.