Add/Change Beneficiary

Request to Add/Change Beneficiary

Choose:

I Am Adding a Beneficiary

I Am Removing a Beneficiary

If you are removing a current beneficiary, you must supply a new beneficary to the account. Use the fields below.

Your Account Number *

Beneficiary Name You Are Removing From Account

This field applies if you are REMOVING a beneficiary from your account.

Beneficiary Name You Are Adding To Your Account

Do you want the above beneficary added to this account, including sub accounts?

Yes

No

List Account Types to Add Beneficiary To

Relationship Of Beneficiary To Yourself

This field applies if you are ADDING a beneficiary to your account.

Beneficiary Social Security Number *

Beneficiary Date of Birth *

Beneficiary Address *

Beneficiary Phone Number *

Please Check

NOTE: This form is not a substitute for a new Signature Card being signed. We will need a new Signature Card signed by you (member) to update the beneficiary request on file.

Please Check

This intake form is only to forward your request for adding a beneficiary to the Frankenmuth Credit Union Member Service Team. A Member Service Representative will review your request and will get in touch with you for approval/denial and/or if additional information is needed to process your request.

Submit