After you join Ping An Insurance, maybe someone wants to change the beneficiary but is not sure where to do it. How does Ping An Financial Manager change the beneficiary? Where can the beneficiary be changed? The following will give you a detailed introduction. For those who are interested in this, I suggest you come and learn about it together!
1. The insured logs into the Policyholder Financial Manager APP and selects “Policy Services”.
2. Select "Beneficiary Change" in More Services.
3. Select the policy that requires the change of death beneficiary.
4. Select "Death Beneficiary" and click "Change".
5. Enter the new beneficiary’s name, gender, certificate type, certificate number, certificate validity period, occupation, relationship with the insured, contact number, postal code, address and other information.
6. Select the batch delivery method. If you choose "Send by mail", it will be sent to your contact address; if you choose "Pick it up in person at the local customer service center, the customer/salesperson of the order will need to go to the counter to print it.
7. Select "File Confirmation" to upload, upload the front and back of the insured's and beneficiary's IDs and then perform face recognition. (The picture below shows that the insured is a minor, and the original ID of the policy holder must be uploaded)
The above is how to change the beneficiary of Ping An Gold Butler? The change of beneficiary of Ping An Gold Butler is introduced. For more related information and tutorials, please pay attention to this website.