Get A333 Deleteadd Bformb - Alliant Credit Union - Alliantcreditunion

This guide provides step-by-step instructions for completing the A333 Deleteadd Bformb, which is essential for managing beneficiaries associated with your accounts at Alliant Credit Union. Whether you are adding or deleting beneficiaries, this document will help you navigate the online process with ease.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your account owner information in section 1. Fill in your first name, middle name, last name, and member account number clearly.
3. In section 2, specify which beneficiaries you wish to add to your account. Note that this section will override any previous beneficiary designations. Complete the necessary details such as the account type, Share ID, and relevant beneficiary information including their name, address, social security number/ITIN, date of birth, and relationship to you.
4. If you need to delete existing beneficiaries, move to section 3. Indicate the accounts from which you want to remove beneficiaries by providing the required Share IDs.
5. In section 4, review the signature requirements. Sign and date the form to confirm your agreement to the beneficiary changes. Ensure that the name matches the account owner information provided in step 2.
6. Finally, review all provided information for accuracy. Ensure that the proportions of beneficiaries total 100%. Save your changes and choose an option to download, print, or share the completed form.

Begin your process of managing beneficiaries by completing the A333 Deleteadd Bformb online today.