Add and Delete Beneficiaries

1

• Log in to cuAnywhere® Online Banking
• Navigate to My Profile: 
  • Manage > My Profile

2

• Select the Beneficiary tab
• Select Add Beneficiary or Delete Beneficiary

1

• Log in to the Advancial Mobile App
• Navigate to My Profile: 
  • Manage > My Profile

2

• Complete Two-Factor Authentication
  • Select whether you want the verification code to be sent to your e-mail or phone number 
• Select Submit

3

• Select Beneficiary

4

• Select Add New Beneficiary

5

• Complete the required fields:
  • A - Beneficiary Information
  • B - Beneficiary Address
  • C - Read through the Global ESign Disclosure and select I Agree
  • D - Select Submit

6

• The Add Beneficiary pop-up notification will confirm the beneficiary has been successfully added

7

• To remove a beneficiary: Swipe left and select Delete
  Note: To update a beneficiary's information, first delete the current beneficiary, then re-add them with the updated details.