• Update Beneficiaries

  • A beneficiary is an individual who will receive the remaining funds in an account after all account  owners have passed away. If we do not have beneficiaries listed, the money in the account will go to the estate.

  • ***Before any changes can be made to the beneficiaries on your account, ALL primary and joint owners need to sign below or fill out an additional form listing the same beneficiaries. These changes will be effective for all savings and checking accounts associated with the account number listed below.

  •  -  - Pick a Date
    • Beneficiary 2 Collapse  
    •  -  - Pick a Date
    • Beneficiary Stopper  
    • CD Collapse  
    •  -  - Pick a Date
    •  -  - Pick a Date
    •  -  - Pick a Date
    • CD Collapse  
    •  -  - Pick a Date
    • Should be Empty: