Beneficiaries

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A Beneficiary is the person (1 or more) or entity you name in your Credit Union account to receive funds upon your death.

Beneficiaries have no rights to the account (ownership or management).

To Add a Beneficiary to your account:

  • Information Needed:
    • Social Security Number
    • Date of Birth
    • Address
    • Contact Information
  • If the Beneficiary being added is a Trust, a copy of the Trust documents is required (including EIN if applicable)
  • A new Membership Application and Agreement has to be signed by all owners on the account

To Remove a Beneficiary on your account:

  • Notify an MSR to remove the beneficiary/ies
  • A new Membership Application and Agreement has to be signed by all owners on the account