Add/Remove a Beneficiary

 

How to Add a Beneficiary

 A beneficiary can be added to an account at any time by visiting any JSC FCU branch.  All account owners will need to update the account card (signature card) to include the beneficiary.

Good to Know: 

    • Beneficiary is not required to be present to be added
    • Required beneficiary information: Name, date of birth, full social security number and address
    • Complete EIN# is required if choosing an organization as a beneficiary
    • In order to receive funds as a beneficiary, the person will need to be the age of 18 or older with a current ID 
    • If the beneficiary is under the age of 18 when the account owners pass, the beneficiary's legal guardian will need to be appointed Financial Guardian by the court. Financial Guardianship paperwork will be required before funds are dispersed. 

 

How to Remove a Beneficiary 

 A beneficiary can be removed from an account at any time by visiting any JSC FCU branch.  All owners will need to update the account card (signature card) reflecting this change. 

Good to Know: 

    • Beneficiary is not required to be present to remove them

 

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