We collect information because we need to be able to accurately identify designated beneficiaries if the Milli account holder does pass away.
To add a beneficiary, we need the following information for each individual:
1. First and last name
2. Date of birth
3. Social Security Number (SSN)
4. Address
5. Phone number
If we don't capture this information, there is a possibility we won't be able to identify your designated POD to properly disburse your money as desired.