rockets
Contributor

can I designate survivors on my CD?

 

1 REPLY

@rockets, yes, you can add up to five beneficiaries to a Certificate of Deposit (CD) account. We will need the Date of Birth, citizenship and Social Security Number for each beneficiary. Funds will be dispersed equally among all beneficiaries. To make this type of change, an amendment signature card is required. Please call us at 210-531-8722 if you would like to proceed. Representatives are available Monday through Friday from 6:30 a.m. until 10:00 p.m. CT. On Saturdays, our representatives are available from 8:00 a.m. until 6:00 p.m. CT. ~DC