Beneficiary Review

Close up of child and man hands with heartThe beneficiary(ies) named on your beneficiary card will be the recipient(s) of your money — even if your will gives different instructions. To ensure you’ve named the right people and provided the necessary information, you should regularly perform a beneficiary review of your account(s).
Making sure your beneficiary designations are accurate and up to date can help make asset transfer a smooth and easy process for your loved ones, while ensuring distribution is completed as you intended.  If you are going through life changing events like divorce or health issues, please contact a Credit Union Representative to insure your beneficiary card is up to date.