Beneficiary - Wepawaug-Flagg Federal Credit Union

Beneficiary Information

A Beneficiary is a specifically named person(s) who becomes the owner of the money in the account(s) after the owner and joint owner (if any) is deceased.

Would you like to add a beneficiary to the account?

* Required field

First Name*

Middle Name

Last Name*

Gender

Tax ID Type*

Tax ID*

Note: If you do not have a Social Security Number (SSN), select your EIN, or ITIN.

Driver's License State

Driver's License Number

Driver's License Expiration Date

Home Phone

Cell Phone

Note: At least one phone number is required.

Work Phone

Birth Date*

Email Address

Confirm Email Address

Does the beneficiary have the same address?

Primary Address

Note: P.O. Boxes will not be accepted.

Address 1*

Address 2

City*

State

Zip Code

Country*

Previous Address

Address 1*

Address 2

City*

State

Zip Code

Country*

Is the beneficiary's mailing address the same as their primary address?

Mailing Address

Address 1*

Address 2

City*

State

Zip Code

Country*