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Beneficiary Claims Training Module

This recording provides an overview of the Beneficiary Claims page of the Superior platform.

Only users with the Beneficiary Claims user role can see the Beneficiary Claims page of the Superior IRA & HSA platform, where you can submit and process beneficiary claims with Superior.

The Beneficiary Claims user role is only available if your organization is on Superior's Black solution or Green solution. 

NOTE: The training guide reflects the latest updates to the Beneficiary Claims page. The video below is reviewed annually and may not include the most recent changes, but will be updated as time permits.

View the Beneficiary Claims Page Training Guide, available here.

To download the video, click here.

For instructions on processing claims where the account owner passed away before your organization's Go Live (or Active) date with Superior, please review the Beneficiary Claims Instructions, available here.