Can I add a beneficiary to my account?

Article author
Alexander G.
  • Updated

Adding a beneficiary to your Acorns Invest account

Adding a beneficiary to your Acorns Later account

Adding a beneficiary to your Acorns Early account

Adding a beneficiary to your Avibra life insurance

How to change or confirm your beneficiaries

Yes, you can add beneficiaries to your Acorns Invest, Later, and Early accounts, as well as your Avibra life insurance policy. 

A beneficiary is the recipient designated to receive money from a life insurance policy's death benefit. Naming a beneficiary for your accounts could help reduce stress and confusion for your loved ones during a difficult time. 

Here's how to do it. 

Adding a beneficiary to your Acorns Invest account

Please take the following steps so that we can process your beneficiary information:

  1. Download and fill out this form
  2. Upload the documents using our secure document uploader
  3. Contact us to let us know you've uploaded the form

Heads up that your beneficiary must be at least 18 years of age.

Please be sure to let your beneficiary know about the existence of your Acorns account — they'll need to reach out to us to claim the account, should the unthinkable happen.

Note: If you're interested in adding multiple beneficiaries, please fill out multiple forms (one for each person). When you contact us to let us know you've uploaded the form, let us know the percentage allotment for each beneficiary as well.

Adding a beneficiary to your Acorns Later account

In order to set up a beneficiary for your Later account, please take the following steps:

  1. Log in to your Acorns app
  2. Tap "Later"
  3. Tap "Beneficiary"
  4. Enter the information for the person you'd like to designate as your beneficiary 

Heads up that your beneficiary must be at least 18 years of age.

Adding a beneficiary to your Acorns Early account

When you set up an Acorns Early account, you did it for a child under the age of 18, whether they're your own child, a niece or nephew, or even the child of a close friend. That child is the beneficiary of that Early early account. Here's how to view your Acorns Early account beneficiary's information.

Adding a beneficiary to your Avibra life insurance

To add a beneficiary to your Avibra life insurance, please take the following steps:

  1. Log in to your Acorns app
  2. From your home screen, tap the profile icon in the top left corner
  3. Tap "Benefits"
  4. Under "Estate planning," select the life insurance option
  5. Tap "Manage plan"
  6. Select "Beneficiary Management"

For additional help with managing your beneficiary for your Avibra life insurance, please contact Avibra directly. You can reach them at hello@avibra.com or (551) 290-8929. For general information on the Avibra life insurance benefit, please see more details here.

How to change or confirm your beneficiaries

It's important to keep your beneficiary designations up to date because they may override what's indicated in a will. If you're looking to change or confirm any of your beneficiaries, please contact us and we'll be happy to help.

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