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.
View the Beneficiary Claims Page Training Guide, available 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.