---
title: "Create Account Beneficiaries"
method: POST
path: "/accounts/{accountID}/beneficiaries"
tags: ["Beneficiaries"]
---

# Create Account Beneficiaries

`POST /accounts/{accountID}/beneficiaries`

Creates an Account Beneficiary by accountID.

## Path parameters

- `accountID` string, required — The user's unique account identifier.

## Request body

- BeneficiaryReq
  - `primary` union[], required — An array of objects containing the primary beneficiary details
    - union
      - EntityBeneficiariesReqObject — An object containing the request information of a beneficiary.
        - `type` 'ENTITY', required — Type of beneficiary.
        - `name` string, required — Full name or entity name of type.
        - `percentage` number, required — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
        - `email` string — The email of the beneficiary.
        - `formationDate` string, required — Entity formation date. Must follow the YYYY-MM-DD format.
        - `primaryContact` string, required — Primary phone contact of entity.
        - `phone` string — Phone number of beneficiary.
        - `address` string, required — Address of the beneficiary.
        - `relationship` 'Trust' | 'Organization', required — Relationship to account holder.
        - `idType` 'EIN' | 'FTIN' | 'OTHER', required — Type of identification.
        - `idNo` string, required — Identification number. For EIN, must be 9 digit numbers only.
        - `formationCountry` string, required — Country of formation in ISO3 format (3-letter country code).
      - PersonBeneficiariesReqObject — An object containing the request information of a beneficiary.
        - `type` 'PERSON', required — Type of beneficiary.
        - `name` string, required — Full name or entity name of type.
        - `percentage` number, required — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
        - `dob` string, required — Date of birth of the beneficiary.
        - `email` string — The email of the beneficiary.
        - `phone` string — Phone number of beneficiary.
        - `address` string, required — Address of the beneficiary.
        - `relationship` 'Spouse' | 'Children' | 'Grandchildren' | 'Parents' | 'Other', required — Relationship to account holder.
        - `idType` 'SSN' | 'FTIN' | 'OTHER', required — Type of identification.
        - `idNo` string, required — Identification number. For SSN, must be 9 digit numbers only.
        - `citizenship` string, required — Citizenship in ISO3 format (3-letter country code).
        - `documentID` string — Identifier of the uploaded/associated document record (for example, the UUID returned when the document was uploaded).
  - `contingent` union[] — An array of objects containing the contingent beneficiary details.
    - union
      - EntityBeneficiariesReqObject — An object containing the request information of a beneficiary.
        - `type` 'ENTITY', required — Type of beneficiary.
        - `name` string, required — Full name or entity name of type.
        - `percentage` number, required — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
        - `email` string — The email of the beneficiary.
        - `formationDate` string, required — Entity formation date. Must follow the YYYY-MM-DD format.
        - `primaryContact` string, required — Primary phone contact of entity.
        - `phone` string — Phone number of beneficiary.
        - `address` string, required — Address of the beneficiary.
        - `relationship` 'Trust' | 'Organization', required — Relationship to account holder.
        - `idType` 'EIN' | 'FTIN' | 'OTHER', required — Type of identification.
        - `idNo` string, required — Identification number. For EIN, must be 9 digit numbers only.
        - `formationCountry` string, required — Country of formation in ISO3 format (3-letter country code).
      - PersonBeneficiariesReqObject — An object containing the request information of a beneficiary.
        - `type` 'PERSON', required — Type of beneficiary.
        - `name` string, required — Full name or entity name of type.
        - `percentage` number, required — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
        - `dob` string, required — Date of birth of the beneficiary.
        - `email` string — The email of the beneficiary.
        - `phone` string — Phone number of beneficiary.
        - `address` string, required — Address of the beneficiary.
        - `relationship` 'Spouse' | 'Children' | 'Grandchildren' | 'Parents' | 'Other', required — Relationship to account holder.
        - `idType` 'SSN' | 'FTIN' | 'OTHER', required — Type of identification.
        - `idNo` string, required — Identification number. For SSN, must be 9 digit numbers only.
        - `citizenship` string, required — Citizenship in ISO3 format (3-letter country code).
        - `documentID` string — Identifier of the uploaded/associated document record (for example, the UUID returned when the document was uploaded).

## Response `200`

Creating an Account Beneficiary was Successful.

- BeneficiaryRes
  - `primary` BeneficiariesResObject[] — An array of objects containing the primary beneficiary details
    - `type` 'PERSON' | 'ENTITY' — Type of beneficiary.
    - `name` string — Full name or entity name of type.
    - `percentage` number — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
    - `dob` string — Date of birth of the beneficiary. Only required if type: `PERSON`.
    - `email` string — The email of the entity.
    - `formationDate` string — Entity formation date. Must follow the YYYY-MM-DD format. Only required if type: `ENTITY`.
    - `primaryContact` string — Primary phone contact of entity. Only required if type: `ENTITY`
    - `phone` string — Phone number of beneficiary.
    - `created` string — The when the beneficiary was added to the account.
    - `address` string — Address of the beneficiary.
    - `relationship` 'Trust' | 'Organization' | 'Spouse' | 'Children' | 'Grandchildren' | 'Parents' | 'Other' — Relationship to account holder. For ENTITY type: Trust, Organization. For PERSON type: Spouse, Children, Grandchildren, Parents, Other.
    - `idType` 'SSN' | 'EIN' | 'FTIN' | 'OTHER' — Type of identification. For ENTITY type: EIN, FTIN, OTHER. For PERSON type: SSN, FTIN, OTHER.
    - `idNo` string — Identification number. For SSN and EIN, must be 9 digit numbers only.
    - `citizenship` string — Citizenship in ISO3 format (3-letter country code). Only required if type: `PERSON`.
    - `formationCountry` string — Country of formation in ISO3 format (3-letter country code). Only required if type: `ENTITY`.
    - `documentID` string — Document identification number. Only valid if type: `PERSON`.
  - `contingent` BeneficiariesResObject[] — An array of objects containing the contingent beneficiary details.
    - `type` 'PERSON' | 'ENTITY' — Type of beneficiary.
    - `name` string — Full name or entity name of type.
    - `percentage` number — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
    - `dob` string — Date of birth of the beneficiary. Only required if type: `PERSON`.
    - `email` string — The email of the entity.
    - `formationDate` string — Entity formation date. Must follow the YYYY-MM-DD format. Only required if type: `ENTITY`.
    - `primaryContact` string — Primary phone contact of entity. Only required if type: `ENTITY`
    - `phone` string — Phone number of beneficiary.
    - `created` string — The when the beneficiary was added to the account.
    - `address` string — Address of the beneficiary.
    - `relationship` 'Trust' | 'Organization' | 'Spouse' | 'Children' | 'Grandchildren' | 'Parents' | 'Other' — Relationship to account holder. For ENTITY type: Trust, Organization. For PERSON type: Spouse, Children, Grandchildren, Parents, Other.
    - `idType` 'SSN' | 'EIN' | 'FTIN' | 'OTHER' — Type of identification. For ENTITY type: EIN, FTIN, OTHER. For PERSON type: SSN, FTIN, OTHER.
    - `idNo` string — Identification number. For SSN and EIN, must be 9 digit numbers only.
    - `citizenship` string — Citizenship in ISO3 format (3-letter country code). Only required if type: `PERSON`.
    - `formationCountry` string — Country of formation in ISO3 format (3-letter country code). Only required if type: `ENTITY`.
    - `documentID` string — Document identification number. Only valid if type: `PERSON`.

---

[API](https://skmtc.net/drivewealth/apis/authentication-apis.md) · [All operations](https://skmtc.net/drivewealth/apis/authentication-apis/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/drivewealth/authentication-apis/revisions/9fced6d0ac41/schema)