Hi Amy,
Great question! Currently, Carta does not support beneficiary designations. However, you can work with the issuing company (your employer) to designate a beneficiary on their end.
We're always looking to improve our platform, and adding this feature is a popular request. You can provide feedback and upvote this idea in our community here: Designate a Family Member (i.e., a Spouse or Child) as a Beneficiary.
Let us know if you have any other questions!
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Brent Devey
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Original Message:
Sent: 03-08-2025 04:21
From: Amy Grilz
Subject: Beneficiary designation form
I need to update my beneficiary designation. Where is the form?
Thanks,
Amy Grilz
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Amy Grilz
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