How do I add a joint signer to my account?

Members can add a joint signer through the following channels:

Via a video appointment: Members can book a virtual appointment to add a joint signer to their account.

1.  Click here to Book an Appointment
2. Select “Additional Account Services” and click on “Add/Update a Joint Owner – Video.”
3. Next, you need to choose which branch you would like to visit, as well as the date and time that works best for you.
4. After selecting a date, please enter your personal information, and then click “Book Appointment”.
5. 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 joint to be added to their membership. Please ensure that the form is signed by both parties, 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 being added must be present in person and provide their current IDs.

Note: Only the primary member has the authority to initiate the process of adding a joint signer. Please be aware that joint ownership cannot be added to individual share accounts; if the primary member wishes to limit the joint tenant’s access to specific funds, it is recommended to open a separate membership to keep the funds distinct. Joint ownership is not permitted on IRAs.