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Routing #311079270

How To: Add a Beneficiary in Online Banking

Published July 29, 2022 

How To: Add A Beneficiary in Online Banking

Video Captions:

Members of Neighborhood Credit Union can add a beneficiary to their accounts in Online Banking!
First, let's log in. Once logged in, select “additional services” in the maroon menu bar across the top of the page.
In the menu drop down, locate “Services”, and then select “Add a Joint Signer/Beneficiary”.
Next, select if you’d like to add a Joint Signer, remove a joint signer, or add a beneficiary. For this video, we will be adding a beneficiary.
Select the account you’d like to add the beneficiary to. Then provide the name, date of birth, and social security number of the beneficiary.
Select “submit” and your request has been completed.
Please allow up to 48 hours for your request to be processed.
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Who We Are 

As an active part of the community for 93 years, Neighborhood Credit Union is a not-for-profit financial organization serving the state of Texas with branch locations in Collin, Dallas, Denton, Ellis, and Tarrant counties. With assets topping $1 billion, Neighborhood Credit Union has a continuously growing membership of over 60,000. For more information, call (214) 748-9393 or visit our homepage


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