Update Beneficiary
Add or remove a beneficiary for your account.
1
Hamburger Menu

From your Online Banking home page, click on the hamburger menu icon located in the header.

2
Services

  1. Click on the arrow next to “Services” to expand this menu.
  2. Click on “Update Beneficiary / Add Account Holder.”

3
Add Beneficiary

  1. Select "Add Beneficiary Information."
  2. Click on the “Continue” button.

4
Add Beneficiary Information

  1. Complete the following fields for the beneficiary to be added.
  2. Click on the “Continue” button

5
Confirm

A summary of details displays.

Click on the “Confirm” button to confirm.

6
Acknowledgement

An acknowledgement message displays. A Logix representative will contact you in the upcoming days to assist in completing your change.

Important: The change will not be complete until your signature has been obtained by a Logix representative.

For questions regarding your requested change, please call our Member Service Center at (800) 328-5328.

1
Hamburger Menu

From your Online Banking home page, click on the hamburger menu icon located in the header.

2
Services

  1. Click on the arrow next to “Services” to expand this menu.
  2. Click on “Update Beneficiary / Add Account Holder.”

3
Remove Beneficiary

  1. Select "Remove Beneficiary Information."
  2. Click on the “Continue” button.

4
Remove Beneficiary Information

  1. Complete the following fields for the beneficiary to be removed.
  2. Click on the “Continue” button.

5
Additional Fields

If “Yes” is selected, additional fields will display for you to enter information for the beneficiary to be added.

  1. Complete the following fields for the beneficiary to be added.
  2. Click on the “Continue” button.

6
Confirm

A summary of details displays.

Click on the “Confirm” button to confirm.

7
Acknowledgement

An acknowledgement message displays. A Logix representative will contact you in the upcoming days to assist in completing your change.

Important: The change will not be complete until your signature has been obtained by a Logix representative.

Questions? We’re here for you!

Call Us

Have questions? Call us at (800) 328-5328!

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