Planit:Beneficiary Designation

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How do I designate a beneficiary for an account?
• Edit account
• Assign beneficiary
• Preview Estate Distribution Analysis

Keep on Track! Continue training on...
Assets and Liabilities Screen Will Information Screen
Integrated Planning

Other Related Topics
Add an Account (Canada) Add an Account (Malaysia) Edit an Account
Subject to Probate Estate Distribution Analysis Introduction to the Will Information Screen


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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The “Beneficiary is where you can identify if there is a named beneficiary for the holdings of this account. The default for a married person is usually “Surviving Spouse” however, you can also indicate that the beneficiary is the “Estate” or some other third party.

NEW to version 5.3.1 when you select the other radio button it opens up many more options on who you want to have as the beneficiary, also you can have more than one beneficiary on an account.