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Add or Change Signers Appointment

Add a joint, beneficiary, or update an authorized signer.
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What you'll need

Adding a Joint Account Owner:

  • Government-issued ID

  • Social Security Number

Adding a Beneficiary:

  • Government-issued ID
  • Social Security Number
  • Beneficiary's Address

Adding/Updating an Authorized Signer:

  • Meeting minutes from organization/business meeting.

We can't wait to meet with you.

Before your appointment, please review the list of what you’ll need to have handy. For phone and web appointments, please have access to a device for email & eSigning purposes.

If you have any questions before your meeting, don’t hesitate to contact us at (906) 228-7080.
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