EoW Expression of Wish form- Death Beneficiaries- how to record and amend in the Portal

Adding beneficiary:

This can be done by adding beneficiaries on the portal in step 8 of the SIPP application process- multiple beneficiaries can be

captured. However, only one scenario can be accommodated - the one in place at the

current time e.g. 50% to each child.

More complex, conditional scenarios cannot be captured - e.g. the system could not store

the following: ‘100% to my spouse, or if my spouse has predeceased me, to be split equally

between my two children’. In this case, we would ask you to only add the situation as it

presently stands. In the above example, you would add the spouse as 100% beneficiary,

and if the spouse predeceased the client you would request we update the beneficiaries to

50% each to the two children.

If you need to amend the beneficiaries at any point, please raise a Freshdesk ticket to us

and we will do this.

Amending beneficiary:

Once you have located the client on the portal, please select the “All Account Actions” cog then “Maintain Beneficiaries”. 

From here you will be able to make any amounts to the Name, address, and allocation percentage.

**Please be advised you are only able to make this amendment for the SS&C Hubwise SIPP**