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  • 1.  Beneficiary designation form

    Posted 17 days ago

    I need to update my beneficiary designation. Where is the form?

    Thanks,

    Amy Grilz



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    Amy Grilz
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  • 2.  RE: Beneficiary designation form

    Posted 14 days ago

    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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