Get Name Beneficiary Or Account Ownership Change Form - Escfcu

Filling out the Name Beneficiary Or Account Ownership Change Form - Escfcu online can seem daunting, but it is a straightforward process. This guide will provide you with clear, step-by-step instructions to help ensure your changes are submitted correctly.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to access the online version of the Name Beneficiary Or Account Ownership Change Form. This will allow you to open the document in a user-friendly editor.
2. Begin with the name change notification section. If you are changing your name, attach a copy of your new driver’s license, Social Security card, or marriage license. Clearly print your new name and your old name in the designated fields.
3. Move to the account beneficiary change notification section. If you are removing a beneficiary, fill in their name in the removal fields provided. For adding a beneficiary, complete their name, relationship to you, Social Security number, birth date, percentage of ownership, and mailing address.
4. Proceed to the account ownership change notification section. If you are adding a joint account owner, ensure that all current account owners provide their consent. List the names of any added joint owners and the impacted account numbers.
5. In the authorization section at the bottom of the form, make sure that everyone involved signs and dates their respective areas. Include your account number and daytime phone number for contact purposes.
6. Finally, save your changes. You can download the completed form, print it for your records, or share it as needed. Make sure to submit the form to the Credit Union via fax or mail to finalize the changes.

Complete your Name Beneficiary Or Account Ownership Change Form online today to ensure a smooth and efficient updating process.