How do I add, change or remove beneficiaries from my account?

You can add, change or edit beneficiaries by completing this Customer Information Change form. To add a beneficiary, we require the following information for each beneficiary:

• -Name

• -Address

• -Date of Birth

• -Social Security Number

• -Phone Number

At least one account owner is required to sign requesting a change in beneficiaries. Beneficiaries do not need to sign or provide a copy of ID. Upon completion, please securely upload this document to northpointe.com/upload.