---
title: "Create/Update Beneficiary"
method: POST
path: "/beneficiary/{customerId}"
---

# Create/Update Beneficiary

`POST /beneficiary/{customerId}`

Create a new beneficiary, or contingent beneficiary on an existing account

## Path parameters

- `customerId` string, required

## Headers

- `api-key` string, required
- `auth-key` string, required

## Request body

- object
  - `beneficiaries` object[] — An object containing primary or contingent beneficiary detail. Primary beneficiary object required.
    - `isPrimary` boolean, required — if primary beneficiary then is Primary is true and if contingent beneficiary then isPrimary is false
    - `beneficiaryType` string, required — Type of beneficiary.
    - `beneficiaryName` string, required — Full name or entity name of type
    - `benefitPct` number, float, required — Percentage ownership beneficiary has in the account. Must total 1 (aka 100%) across all beneficiaries.
    - `beneficiaryPhone` string, required — Phone number
    - `primaryContact` string — Primary contact of entity. Only required if type: "ENTITY
    - `beneficiaryEmail` string, required — Email of name or primaryContact
    - `formationDt` string, date — formation Dt date Entity formation date. Must follow the YYYY-MM-DD format Only required if type: "ENTITY
    - `beneficiaryDob` string, date — Date of birth. Must follow the YYYY-MM-DD format. Only required if type: "PERSON"
    - `stoBeneficiaryld` string — If you want to update the existing beneficial then you need to pass it's beneficiary ID

## Response `200`

200

- object
  - `status` integer
  - `message` string

## Other responses

- `400` — 400
- `500` — 500

---

[API](https://skmtc.net/stockal/apis/uat-client-api-v2.md) · [All operations](https://skmtc.net/stockal/apis/uat-client-api-v2/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/stockal/uat-client-api-v2/versions/08e36bbbd3be/schema)