Quantia

How can I designate a beneficiary for my account?

Reasons why the beneficiary must be registered

Why does the beneficiary need to have a Quantia account?

Necessary conditions to become a beneficiary

What requirements must the beneficiary meet?

Can I designate a minor as a beneficiary?

Procedure in case of the beneficiary’s death

What happens if my beneficiary passes away or no longer has an active Quantia account?

What happens if my beneficiary passes away or no longer has an active account on Quantia?

Legal documents required in the event of the account holder’s death

What documentation is required to execute the transfer in case of death?

Impact of outstanding debts on the transfer to beneficiaries

What happens if I have debts or active loans at the time of my death?

Restrictions on account use by beneficiaries

Can the beneficiary use my account while I’m alive?

Beneficiaries

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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