How to manage beneficiaries for our online bank accounts?

How to manage beneficiaries for our online bank accounts

How to manage beneficiaries for our online bank accounts?

You can assign up to 10 individuals as beneficiaries to your accounts, excluding IRAs, business accounts and trust accounts.

If you want to add or change beneficiary(ies) on your savings account(s) or checking account(s), follow these steps:

  1. Download this form.
  2. You can type in your beneficiary(ies)' personal information before printing the form (preferred) or handwrite all information.
  3. Complete all sections of the form in entirety, ensuring handwriting is clear and legible.
  4. Take the form to a Notary to obtain a notarized signature. If you are a resident of Louisiana, you will also need two witness signatures.
  5. Once the form is complete and notarized, fax the document to us at (888) 464-3220 or mail it to PO Box 60 St Cloud, MN 56302-0060.
  6. You’ll receive a notification when your requested change(s) have been successfully applied.