Time to Double-Check Your Beneficiaries and Addresses

If you haven’t done it lately, it’s time to review the beneficiaries and addresses listed on your account. Especially if you’ve gotten married, divorced, added a member to the family, changed jobs, or experienced any other life-changing event.

 Is Your Account Information Up to Date? A Quick Checklist:

  • Have you moved?
  • Did you change your phone number?
  • Did you change your email address?
  • Have you renewed your ID?
  • Do you need to add or change a Beneficiary(s) on file with Local  804 FCU?

Why It’s Important to Keep Your Credit Union Information Up to Date

Keeping your Credit Union information current is crucial for several reasons, primarily related to security, accessibility, and avoiding any potential complications.

Fraud Prevention

  • Accurate contact information (phone number, email, and address) allows us to reach you immediately if we detect suspicious activity on your account.
  • If your information is outdated, you may miss critical alerts about fraudulent transactions, giving scammers more time to cause damage.

Account Access and Management

  • Updated information ensures you receive important account statements, notifications, and other essential communications.
  • If you need to reset your password or access your account through online or mobile banking, current contact details are required to verify your identity.

Timely Delivery of Important Documents

A current mailing address ensures that new cards and other important documents are delivered to you without delay.

Beneficiary Information

Keeping your beneficiary information up to date ensures your assets are distributed according to your wishes.

How to Update Your Information

We make it easy to keep your account information current:

Don’t Wait – Review Your Information Today

Keeping your information updated is quick, easy, and can give you peace of mind. If something were to happen to you, would we be able to connect with the right people? Take a moment today to review your account and make any necessary updates. We’re here to help.

 

No Beneficiary Listed with Us? Fill Out This Form ASAP

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