Article Summary
This article explains how to edit your beneficiary plan on River, including updating details, adding or removing beneficiaries, and current limitations.
At this time, beneficiary plans cannot be edited on river.com. To make changes, you can either delete your existing plan and create a new one, or edit your plan in the River app.
To edit your existing beneficiary plan, follow these steps below:
Step 1: Navigate to your account settings
Within the River app, tap on your profile icon in the upper-left corner of the home screen.
Step 2: Select "Beneficiary plan"
Scroll down to the "Account" section and select "Beneficiary plan."
Step 3: Make changes to the existing beneficiary plan
On the beneficiary screen, you can change the details of your beneficiary plan, including a removal of a beneficiary, updates to a beneficiary's information, or an addition of a new beneficiary.
If you previously had a beneficiary plan with a manually added contingent beneficiary, you will no longer be able to edit that plan directly. To make any changes, you will need to delete your existing plan and recreate it.
Step 4: Email confirmation
You will receive an email when the updates to your beneficiary plan are active. Note that you may update your beneficiary plan at any time.