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Beneficiaries FAQs
For checking, savings, or Certificate of Deposit (CD) accounts, log in, choose Profile and Settings, then Beneficiaries, then Add Beneficiarystrong>. You can only add a beneficiary to one account at a time, and there are no primary or contingent designations.
Select the Edit icon to update existing information, or the Remove icon to delete a beneficiary.
For Individual Retirement Account (IRA) plans, log in, select your plan, and select Beneficiaries. Each one is set at the plan level, and you must designate a primary beneficiary before secondary ones can be added.
If you are married, live in a community property state and would like to appoint a primary beneficiary other than or in addition to your spouse, you must submit a notarized Change of Beneficiary form form that includes your spouse's signature. Before making any changes, however, you may wish to consult with a tax professional or the IRS for more information.
Your primary beneficiaries are the people who will receive the funds in your account at your death. Contingent beneficiaries will receive these funds if all primary beneficiaries are deceased.
When you’re ready, give us a call at 1-877-247-2559. We’re here 24/7.
If you’re a beneficiary, joint account owner or need to transfer account ownership, review our checklist for more information on the types of documents you’ll need.
It’s an account with a beneficiary or multiple beneficiaries designated by the account owner. Any funds left in the account are payable to the designated beneficiary when the account owner passes away.
If the payable-on-death beneficiary is a minor, charity or Trust, please call us at 1-877-247-2559. Our customer care team will provide you with specific instructions related to your situation.
