Beneficiary - Excel Federal Credit Union

Beneficiary Information

Would you like to add a beneficiary to the account?

* Required field

Relationship

First Name*

Middle Name

Last Name*

Gender*

Tax ID Type

Tax ID

NOTE: If you do not have a Social Security Number (SSN), select your EIN, or ITIN.

Driver's License State

Driver's License Number

Driver's License Expiration Date

Home Phone

Cell Phone

NOTE: At least home or mobile phone is required.

Work Phone

Birth Date*

Email Address

Confirm Email Address

Does the beneficiary have the same address?

Primary Address

Address 1*

Address 2

City*

State*

Zip Code

Country*

Is the beneficiary's mailing address the same as their primary address?

Mailing Address

Address 1*

Address 2

City*

State*

Zip Code

Country*

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