How To Designate Beneficiaries on Deposit Accounts

Complete the Designate Beneficiaries form online to add or change the beneficiaries on your BECU deposit accounts.

A beneficiary is a person or entity designated to receive some or all of the balance of an account upon the death of the last account holder. BECU encourages account holders to speak with a trusted advisor, such as a lawyer, to review their estate plan and determine if designating beneficiaries is the right option for them.

Important Information About Designating Beneficiaries

You can designate beneficiaries on any of your personal BECU accounts, including checking, savings, CD and money market. Beneficiaries cannot be designated on non-personal accounts, such as businesses or clubs.

Use the Designate Beneficiaries form to add, change or remove beneficiary designations on your deposit accounts. BECU will remove any previous beneficiaries and update your accounts with the information you provide on the form. To retain beneficiaries, you must relist them on the form.

You can submit the form online or provide a printed and signed PDF copy to BECU. See below for instructions.

What You Need To Complete the Form

• Primary account holder information including full name, date of birth, Social Security number, mother's maiden name and address.
• Full name, date of birth and Social Security number for each joint account holder (if applicable).
• The email address of each joint account holder if you are completing the form digitally.
• Full name, date of birth and Social Security number for each person to be added or retained as a beneficiary.
• The date of birth and Social Security number are not required for organizations (such as a trust or charity) being added as a beneficiary.
• This information is unnecessary if you are removing all beneficiaries from the accounts.
• The signature of the primary and any joint account holders.

How To Complete the Form Online

Sign and Submit With eSign

Electronically sign and submit the Designate Beneficiaries form using Docusign^®. After the primary account holder completes and signs the form, the joint account holders will receive an email with a link to sign (if applicable).

Schedule a Video Banking Appointment

Submit the form using Docusign® with help from a BECU Video Banking consultant.

Complete a PDF

If you prefer, you can also download and complete a PDF of the Designate Beneficiaries form. If you have Adobe Acrobat Reader, you can fill in the PDF on your device before you print it. All account holders need to sign the form.

You can mail it to the address provided on the form, or bring the completed and signed form, along with your photo ID, to any BECU location.

• Find a BECU location
• Schedule an in-person appointment

Frequently Asked Questions