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

  1. Sign in to capitalone.com and select the Capital One bank account you want to manage beneficiaries for.
  2. Select the "Account Services & Settings" menu and then choose "Manage Beneficiaries" in the "Account Management" section.
  3. Add, edit or remove beneficiaries as necessary from each of your accounts. Customers residing in the states of New York or Louisiana can view existing beneficiaries, but must submit a notarized form to make any changes.

or

  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.