Add/Change Beneficiary

Let’s gather the information that you will need to add, remove, or make any other changes to the beneficiaries on your account.

Please select one of the following: *

I would like to add a beneficiary 

I would like to remove a beneficiary

I would like to update/change a beneficiary

Member Name *

Member Account Number *

Don't know your member number? Ask Chatbot Carl: 'What's my member number?'

Use the space below if you would like to remove one of your existing beneficiaries. If you do not currently have a beneficiary or are satisfied with your current selections, feel free to move to the next section.

Name of Beneficiary Being Removed

Use the space below if you would like to add or make changes to an existing beneficiary. If you do not have an existing beneficiary or you are simply removing any beneficiaries that you have, click the continue button below.

Beneficiary Name

Beneficiary Social Security Number or Tax ID

Beneficiary Date of Birth

Beneficiary 📞 Phone Number

I understand that updating beneficiary information requires a new Signature Card to be completed and signed before changes can be finalized. A Member Experience Representative will contact you regarding any additional documentation or signatures needed to complete your request.

We have received your request to update the beneficiary information on your account. A Member Experience Representative will reach out to you shortly.

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