I live on my own. Well, I live with my mother and we share the house. If something were to happen to me I would like for my account to be able to be handled by someone. What steps do I need to take to ensure this happens smoothly, or has this already been handled somehow?
Hello @nlee, Kudos to you for planning ahead. You are able to add a beneficiary to your accounts. For assistance in accomplishing this, give our Deposit Specialists a call at 210-531-8722. You'll need the DOB and SSN for the individual (s) you'd like to add as beneficiary.
Our Investment Advisors are also a great resource to assist you for estate planning, all part of your benefits of membership.
Have a great week. ~ Lori C