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.
Can I add beneficiaries when opening an account?
No, beneficiaries cannot be designated during the account opening process. You can add beneficiaries after your account is opened by submitting a request through Secure Forms in Online Banking or the Mobile App.
Can I add beneficiaries to all account types?
Beneficiaries can be added to most deposit accounts, including checking, savings, money market, and CDs.