My account is already opened. How can I add a joint owner?
If your account is already open:
How do I add a joint owner to my application?
To add a joint owner during the application process:
How do I update a beneficiary’s contact information?
Send a secure message through the Message Center in Online Banking or the Mobile App.
How long does it take to process a beneficiary claim after the account owner passes?
Once all required documents are received and verified, processing typically takes 10–15 business days.
Do I need to provide identification to add or change a beneficiary?
No additional documentation is required for standard beneficiary updates. For special cases (e.g., trust), supporting documents may be requested.
How long does it take for a beneficiary update to process?
Beneficiary changes typically take reflect within one statement cycle.