• Can I add a beneficiary to any account?

    Beneficiaries can be added to many personal deposit accounts, but some account types are not eligible. Business accounts, trust accounts, estate accounts, custodial or guardianship accounts, and certain other specialized accounts may have different ownership and inheritance rules. If you're unsure whether your account is eligible, please contact us for assistance. You can add a beneficiary by following the steps below:

    1. Visit a Kitsap Credit Union branch or contact our Contact Center at either (360) 662-2000 or toll-free using (800) 422-5852
    2. Provide the beneficiary's full legal name, date of birth, and other required identifying information.
    3. Complete and sign any required beneficiary designation forms.
    4. We'll review the request and update the account once all required documentation is received.

  • Can I name multiple beneficiaries on my account?

    Yes, you may designate multiple beneficiaries on your account. If you'd like to add multiple beneficiaries, a representative can help ensure all beneficiary information is properly documented.

  • Does adding a beneficiary affect my loans?

    No. Beneficiary designations apply to eligible deposit accounts and do not affect loans, credit cards, lines of credit, or other lending products.

  • What information do I need to add a beneficiary to my account?

    To add a beneficiary, you'll need to provide the beneficiary's full legal name, Social Security number, and date of birth. Additional contact information, such as a phone number, email address, or mailing address, may also be helpful. You can add a beneficiary by following the steps below:

    1. Visit a Kitsap Credit Union branch or contact our Contact Center at either (360) 662-2000 or toll-free using (800) 422-5852
    2. Provide the beneficiary's full legal name, date of birth, and other required identifying information.
    3. Complete and sign any required beneficiary designation forms.
    4. We'll review the request and update the account once all required documentation is received.

  • How do I add a beneficiary?

    1. Visit a Kitsap Credit Union branch or contact our Contact Center at either (360) 662-2000 or toll-free using (800) 422-5852
    2. Provide the beneficiary's full legal name, date of birth, and other required identifying information.
    3. Complete and sign any required beneficiary designation forms.
    4. We'll review the request and update the account once all required documentation is received.