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How can a client request to add a beneficiary to their account?

September 12, 2022
November 27, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Beneficiary, Customer Tools, Online Banking Portal
Beneficiary, Add Beneficiary Instructions, Request, Estate, Trust, Business, Person
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Client can send us a secure message via their online banking message center.

  1. Log into Online Banking
  2. Select Settings
  3. Select Message Center
  4. Select Compose
  5. Select Subject
    • Beneficiary Questions
  6. Select the account that the beneficairy is request to be added

Intructions on how to have a beneficiary added to an account.