It will take around 7 working days to add a beneficiary to your account. You will be notified on your app and on the registered email.
In order to do so:
o Select the FORM
o Fill in the requested information (The form is editable, so you can type everything before you print it.)
o Print out the form
o Print and sign your name at the bottom of page two
o Double-check the form to ensure all information is accurate and complete

Note: The details should be the same as on the POI and POA documents that you have provided for account verification.

Scan or take a photo of the form and upload here.

Form contents –
1. Your First and Last name
2. Your Date of Birth
3. Your full mailing address on file with your Capitalyze® account
4. Your Capitalyze® ID
5. Beneficiary First and Last Name
6. Beneficiary Date of Birth
7. Beneficiary Relation