Manage Beneficiaries

This feature allows you to add, remove, and update Beneficiaries in Digital Banking.

1. Select Accounts in the left hand menu.
2. Then select Manage Beneficiaries.
3. Click Add Beneficiary to list a new beneficiary on a selected share.
   

4. Select a share to add the new beneficiary to. Enter the beneficiaries Name, Date of Birth, and Social Security Number.
   

5. Click Add Beneficiary to Selected Share to add them, or Cancel and return to options to go back without adding them.

6. Use the Delete button next to any beneficiary row to remove that beneficiary from a share.
   

7. Click in any field of an existing beneficiary record to edit name, SSN, or birthdate.
   

8. Click Sign Now to add your signature at the bottom of the form.
   

9. Use your mouse, finger, or stylus to add your signature. Click Save and Submit to proceed or click Clear to resign.
   
10. Select the method you wish to use to receive your secure access code. Enter the code at the prompt to finish this process (changes are not saved until a secure access code has been verified).
    

11. The changes are submitted and a success message will display. Click Print to print/save a copy for your records (available in browser only), or click Home to return to your digital banking homepage.
    

*First name, last name, SSN, and birthdate are required for each beneficiary. A maximum of 5 beneficiaries are allowed per share. A signature and secure access code verification are required before any updates are processed.