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Upload documents

Adding documents to your League account is an easy way to submit a beneficiary form or upload documents for dependent verification or recurring claims. There are two potential ways to upload documents to your account:

Upload Documents

If you need to fill out a physical beneficiary form, you can scan it or take a picture of the completed form and upload it under “Documents & Forms”. You can do the same for documents you need to upload to verify a dependent or save for a recurring claim (like a prescription or gym membership).

View instructions for:

On Mobile:

1. Tap the profile icon.

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2. Tap the ellipsis (three dots) icon.

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3. Tap “Documents & Forms”.

Menu screen on the League mobile app with the Documents and Forms button highlighted

  1. Tap "Upload a Document".

Documents and Forms screen on the League mobile app with the Upload a Document button highlighted

5. Fill out the "Document type", "Document name", and add in any important notes in the "Notes" section.

6. Tap "Next: Photos" to upload your document to your account.

Upload Document screen on the League mobile app
Upload Document screen on the League mobile app

You can review your stored documents at any time and make changes when necessary.

On Web:

1. Click the menu in the top right-hand corner.

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2. Once the drop-down menu appears, click "Documents & Forms".

Menu dropdown on the League website with the Documents and Forms button highlighted

3. To upload your document, click on "Upload a Document".

Documents and Forms page of the League website with the Upload a Document button highlighted

4. Fill out the "Document type", "Document name", and add in any important notes in the "Notes" section.

Upload a document screen with document upload details highlighted

5. Next, click "Upload a photo of this document" to upload your document to your account. 

You can review your stored documents at any time and make changes when necessary. 

Documents and Forms screen of the League website with a document highlighted

Need help finding a specific form or template? Please contact our Customer Care team through Chat or email us at help@league.com.. 

Add digital beneficiaries

If your insurance carrier accepts digital beneficiaries, then you can add their information right in your League account without ever filling out a form. Isn’t technology great?

Note: Digital beneficiaries can only be added on desktop.

To add a digital beneficiary:

1. Sign in to your League account on desktop.

2. Click the menu in the top right-hand corner.

3. Click “Documents & Forms”.

Menu screen on the League website app with the Documents and Forms button highlighted

4. Click the “Forms” tab.

Forms tab highlighted on the League website documents and forms screen

5. Click “Add Beneficiary”.

Documents and Forms page of the League website with the Add Beneficiary button highlighted

6. Click “Add Beneficiary” beside each benefit and type of beneficiary you want to add (primary or contingent).

Tip: Remember, you can add more than one primary and contingent beneficiary for each benefit.

Designating Beneficiaries page on the League website with the Add Beneficiary button highlighted

7. Either select an existing beneficiary or click “Create New”. If you chose an existing beneficiary, continue to step 10. If you chose to create a new beneficiary, continue to the next step

Designating Beneficiaries page on the League website with the Add Beneficiary dropdown highlighted

8. Select the type of beneficiary you want to add. This can be a person or an organization (like a charity or trust).

Beneficiary Details page on the League website

9. Fill out the required fields with your beneficiary’s information and click “Save”.

Beneficiary Details page on the League website

10. Enter the percentage of the benefit you want the beneficiary to receive. The total percentage must equal 100%.

Designating Beneficiaries page on the League website with the percentage box highlighted

11. Click “Save & Submit”.

Important: You must Save & Submit your beneficiary designations. If you don’t, your beneficiaries won’t be submitted and your information won’t be saved.

Designating Beneficiaries page on the League website with the Save and Submit button highlighted

You can view your digital beneficiary designations and make changes anytime under the “Forms” tab in your Documents & Forms. Click “View Form” to view and save a PDF summary of your beneficiary designations.

Documents and Forms page of the League website with a beneficiary listed
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