How do I know who my joint owners and beneficiaries are?

Modified on Thu, Dec 8, 2022 at 3:37 PM

To view your account owners and beneficiaries, follow the steps below:

  1. Log in to Online Banking
  2. Go to the Self-Service tab and click on Request Center*
  3. Select Account Owners & Beneficiaries 
  4. All accounts you are the Primary Owner, Joint Owner, or Custodian on will appear
  5. You can view the Primary Owner, Joint Owners, Custodian, and Beneficiaries

 

 

*Please confirm Third-Party Cookies and Pop-Ups are allowed when accessing the Request Center