Members can add a beneficiary through the following channels:
Via a video appointment: Members can book a virtual appointment to add a beneficiary to their account.
Via a video appointment: Members can book a virtual appointment to add a beneficiary to their account.
- Click here to Book an Appointment to skip the line.
- From there, select “Additional Account Services” and click on “Add/Update a Beneficiary – Video.”
- Next, you need to choose which branch you would like to visit, as well as the date and time that works best for you.
- After selecting a date, please enter your personal information, and then click “Book Appointment”.
- You’ll receive an email confirmation shortly after, and you’re all set.
Message Center: Members can send a message through their online banking to request a beneficiary to be added to their membership. Please ensure that the form is signed by the primary and joint with signatures notarized, and then returned via Message Center, along with copies of both parties’ current IDs.
In Branch: Click here to Book an Appointment to skip the line. Please be aware that both the primary member and the joint member (if applicable) are required to be in person to sign the form.
*NOTE: A joint owner is ineligible to be listed as a beneficiary on an account.