How do I add a Beneficiary to my account?

To add beneficiaries to your account, please visit your local branch, speak to a teller or member service representative, or call us at 800.897.6991. You will need to provide the following information:

  • Your account number
  • Your beneficiary's name, date of birth, and address
  • Your beneficiary's Social Security number or Taxpayer Identification Number (TIN)

You may also need to sign a beneficiary designation form.