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Designate or Update a BeneficiaryVideo

Account Id: 4394098893001

Player Id: bb60d070-b695-4c55-9162-a421ad370a53

Video ADA Text: Designate or Update a Beneficiary video

Transcript Browser Title: Video transcript: Designate or Update a Beneficiary

Description:

English

Video Id: 6336633357112

Audio Description Video Id: 6336631120112

Length (seconds): 96

Transcript: <h2><strong></strong>Note:</h2> <p>This video uses text and a mobile device displaying the Chase Mobile app, to convey information.</p> <p>Cheerful music plays.</p> <h2>On screen:</h2> <p>An illustration of a lightbulb appears, with the opening text:</p> <h2>On screen:</h2> <p>Helpful Tips.</p> <h2>On screen:</h2> <p>A mobile device displays the word Chase and the Chase octagon symbol.</p> <h2>On screen:</h2> <p>J.P. Morgan Wealth Management. Designate or update a beneficiary on your individual investment account on the Chase Mobile (registered trademark) app.</p> <h2>On screen:</h2> <p>Now, the mobile device displays the Chase Mobile app's sign-in screen.</p> <h2>On screen:</h2> <p><strong>Sign into</strong> your Chase Mobile app.</p> <h2>On screen:</h2> <p>A cursor fills in a user name and password and then taps the sign in button. The Chase Mobile app dashboard appears, displaying information about different Chase accounts and how to open an account. Among the many clickable tabs is a Profile and Settings icon towards the top right of the screen.</p> <h2>Note:</h2> <p>Small print text appears.</p> <h2>On screen:</h2> <p>The images presented are for illustrative purposes only and do not represent an actual client account.</p> <h2>Note:</h2> <p>Normal print text appears.</p> <h2>On screen:</h2> <p>Tap the <strong>Profile &amp; Settings</strong> icon.</p> <h2>On screen:</h2> <p>The cursor taps that button and then a screen appears labeled: Profile and Settings. The screen displays tabs marked:</p> <ul> <li>Connect;</li> <li>(and) Settings</li> </ul> <p>It displays a list of menus marked:</p> <ul> <li>Security Center;</li> <li>Personal Details;</li> <li>Sign-in preferences;</li> <li>Account settings;</li> <li>(and) investments.</li> </ul> <h2>On screen:</h2> <p>Choose <strong>Settings</strong> and tap <strong>Investments</strong>.</p> <h2>Note:</h2> <p>Small print text appears.</p> <h2>On screen:</h2> <p>On a desktop device you'll find the Investments tab on the left.</p> <h2>On screen:</h2> <p>The cursor taps the button marked Settings and then taps on the menu labeled Investments. A drop-down list of clickable menu tabs appear, marked:</p> <ul> <li>Investment profile</li> <li>Beneficiaries;</li> <li>and) more...</li> </ul> <h2>On screen:</h2> <p>Choose <strong>Beneficiaries</strong>.</p> <h2>On screen:</h2> <p>The cursor taps on that button and then a screen labeled Beneficiaries. It displays information about updating beneficiaries and lists two accounts marked:</p> <ul> <li>Self-Directed Invest;</li> <li>(and) Managed Retirement.</li> </ul> <h2>On screen:</h2> <p>Choose the account you want to update.</p> <h2>On screen:</h2> <p>The cursor taps on the button marked Self-Directed Invest' and then a screen appears displaying information about the account's primary beneficiaries. The screen displays clickable text marked:</p> <ul> <li>View details;</li> <li>(and) Edit;</li> </ul> <p>The screen displays a small blue information icon.</p> <h2>Note:</h2> <p>Small print text appears.</p> <h2>On screen:</h2> <p><strong>Pro tip: </strong>Learn more by tapping the blue icon.</p> <h2>Note:</h2> <p>Normal print text appears.</p> <h2>On screen:</h2> <p>Tap <strong>Edit</strong>.</p> <h2>On screen:</h2> <p>The cursor taps on Edit and then a screen appears labeled Edit Beneficiaries. The screen displays clickable text marked:</p> <p> </p> <p> </p> <p></p><li>Add beneficiary;</li> <li>Remove all;</li> <li>Split equally;</li> <li>Edit;</li> <li>(and) Remove</li> <p></p> <p> </p> <p> </p> <p>Towards the bottom of the screen is a button marked Next.</p> <h2>On screen:</h2> <p>To update an existing beneficiary, tap <strong>Edit</strong> or <strong>Remove</strong>. Make your changes and tap <strong>Save</strong> <strong>and</strong> <strong>continue</strong>. To add a new one, tap <strong>Add beneficiary</strong>.</p> <h2>On screen:</h2> <p>The cursor taps Add beneficiaries and then a screen appears labeled, Add beneficiaries. It displays drop-down menus marked:</p> <ul> <li>Designation: Choose an option;</li> <li>(and) Beneficiary Type: Choose an option.</li> </ul> <h2>On screen:</h2> <p>Choose a <strong>Designation</strong> and a <strong>Beneficiary type</strong>.</p> <h2>On screen:</h2> <p>Using the drop down menus, the cursor selects a primary designation and an individual beneficiary type. A screen appears with fillable fields for beneficiary information and an address. At the bottom of the screen is a button marked Save and Continue.</p> <h2>On screen:</h2> <p>Fill out the required fields and tap <strong>Save and continue</strong>.</p> <h2>On screen:</h2> <p>The cursor taps the Save and Continue button and then a screen appears, reading Verify your address. The screen displays two versions of the same address, each with an option button, and a button marked Save, at the bottom of the screen.</p> <h2>On screen:</h2> <p>Confirm the beneficiary address format and tap <strong>Save.</strong></p> <h2>On screen:</h2> <p>The cursor taps on the Save button and then the Add beneficiaries screen appears, again.</p> <h2>On screen:</h2> <p>If you designate more than one beneficiary, make sure the overall <strong>Percentage (%)</strong> adds up to 100%.</p> <h2>On screen:</h2> <p>The cursor fills in 50% in two fields marked percentage. (At the bottom of the screen, a calculator keeps track of the total percentage.)</p> <h2>On screen:</h2> <p>Tap <strong>Next</strong>.</p> <h2>On screen:</h2> <p>The cursor taps the button marked Next and then a screen appears, displaying information about primary beneficiaries. At the bottom of the screen is a button marked Next.</p> <h2>On screen:</h2> <p>Tap <strong>Next</strong> if everything looks good.</p> <h2>On screen:</h2> <p>Tap the back arrow to make any changes.</p> <h2>Note:</h2> <p>(The back arrow is at the top left of the screen.)</p> <h2>On screen:</h2> <p>The cursor taps the Next button and then a screen appears, displaying a list of disclosures. The screen displays a checkable box marked, I agree to the terms and conditions. At the bottom of the screen is a button marked Confirm.</p> <h2>On screen:</h2> <p>Read the disclosures, check the box to agree to the terms and conditions then tap <strong>Confirm</strong>.</p> <h2>On screen:</h2> <p>The cursor accepts the terms and conditions and then taps Confirm. A screen appears labeled Edit Beneficiaries. It displays beneficiary information and a button marked Close.</p> <h2>On screen:</h2> <p>Review the beneficiary information and tap <strong>Close</strong>.</p> <h2>On screen:</h2> <p>The cursor clicks on the button marked Close and then a confirmation screen appears labeled Success. The screen displays the J.P. Morgan logo.</p> <h2>On screen:</h2> <p>We'll send a confirmation to your primary email address on file. You'll receive an annual reminder to review your beneficiary information and ensure that it is up-to-date.</p> <h2>On screen:</h2> <p>The word Chase and the Chase octagon symbol appear on the mobile device.</p> <h2>On screen:</h2> <p>There's so much more you can do! We'll teach you how at: <strong>chase.com/HowTo</strong>.</p> <h2>On screen:</h2> <p>J.P.Morgan Wealth Management logo.</p> <h2>Note:</h2> <p>A disclaimer reads:</p> <p>Investment and insurance products:</p> <ul> <li>NOT A DEPOSIT</li> <li>NOT FDIC INSURED</li> <li>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</li> <li>NO BANK GUARANTEE</li> <li>MAY LOSE VALUE</li> </ul> <h2>On screen:</h2> <p>This video is provided for informational purposes only and actual experience may vary. The information contained herein is as of the date of this publication and J.P.Morgan does not undertake any obligation to update such information. This video does not constitute advice by or on behalf of J.P.Morgan, and nothing in this video should be construed as legal, regulatory, tax, accounting, investment or other advice.</p> <p>Chase Mobile (register trademark) app is available for select mobile devices. Enroll in Chase Online (service mark) or on the Chase Mobile (register trademark) app. Message and data rates may apply.</p> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>J.P.Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through J.P.Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc., in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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