A beneficiary is the individual, organization, or trust designated to receive the funds available in your accounts after your passing. It is important to regularly review and update your beneficiaries to ensure that your funds are directed to the intended recipients.
Life events such as marriage, divorce, the birth of a child, or the loss of a family member may necessitate updates to your beneficiary designations , ensuring that your money goes to the appropriate recipients.
If you’ve been with us for a while, take a moment to ensure your account card is up to date!
Your piece of mind is our priority.
Contact us at 405-478-0046 or firstname.lastname@example.org to review your account card!