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How can I designate a beneficiary for my account?

Steps to register a beneficiary

Updated over 2 months ago

You can designate one or more people as beneficiaries of your account so that, in the event of your death, they can access the funds in accordance with our internal policies.
Please follow the steps below to complete the process correctly.

Step 1: Complete the beneficiary designation form

Access the following form and complete all required fields with your information and the beneficiary’s details:👉 Beneficiary Designation Form

In the form, you will be asked to provide:

Account holder details:

  • Full name

  • National ID number

  • Email address associated with your Quantia account

Beneficiary details:

  • Full name

  • National ID number

  • Email address (must be registered with Quantia)

  • Percentage of funds to be assigned (optional)

Please note: the beneficiary must have an active Quantia account and must have completed the identity verification process (KYC).

Once you submit the form, our support team will review the information provided and confirm the details received.


Step 2: Confirm and sign the digital form

After your information has been validated, we will send you a document via DocSend, where you will be required to:

  • Reconfirm the beneficiary’s details

  • Digitally sign the agreement

  • Review the steps to be followed in the event of the account holder’s death

This document will serve as the formal record of the designation and will be linked to your Quantia account.

⚠️ Always make sure that the email comes exactly from [email protected].


Do you have any questions or issues with the process?
Contact us through the in-app chat or by email at [email protected], and our team will assist you as soon as possible.


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