How to Add or Change a Beneficiary


  • Place your cursor over Forms and select Add or Change Beneficiary.
  • Enter your name and email address. Complete the personal identification process. Select Begin Signing and complete the Beneficiary Worksheet.

Beneficiary information is not displayed in online banking. Beneficiaries are listed on your signature card that is provided during account opening. Please contact the Credit Union with any questions.

SUMMARY

Beneficiaries are designated individuals or entities who receive assets from an account holder upon their death. Members may request beneficiary updates by completing a form in online banking.

CONTACT

PHONE: 888-521-5209
HOURS: 7:30A – 5:30P CT, MON – FRI