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 under “Documents & Forms”: If you need to fill out a physical beneficiary form or add documents for dependent verification or recurring claims, you can upload them here.

• Add digital beneficiaries under “Documents & Forms”: If your carrier accepts digital beneficiaries, you can add their information here.

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:

• Mobile

• Web

On Mobile:

1. Tap the profile icon.

2. Tap the ellipsis (three dots) icon.

3. Tap “Documents & Forms”.

4. Tap "Upload a Document".

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.

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.

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

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

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

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. 

Need help finding a specific form or template? Please contact our Customer Care team through Chat or email us at [email protected].. 

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”.

4. Click the “Forms” tab.

5. Click “Add Beneficiary”.

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.

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

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

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

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

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.

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.