Step 1: Contact our support team
Send an email to [email protected] with the subject line:
"Beneficiary Designation – [Your Full Name]"
Step 2: Request the beneficiary designation
In the body of the email, include the following information:
1) Account holder details:
Full name
ID number (DNI)
Email address associated with your Quantia account
2) Beneficiary details:
Full name
ID number (DNI)
Email address (must be registered on Quantia)
Please note that the beneficiary must have an active Quantia account and have completed the identity verification process.
Step 3: Confirm and sign the form
Once your information is validated, we’ll send you a document through DocSend, where you will:
Confirm the beneficiary’s details
Digitally sign the agreement
Review the steps to follow in the event of the account holder’s passing
This document serves as the formal record of the beneficiary designation and will remain linked to your account.
Always verify that the email comes exactly from [email protected].