Add a Joint Owner / Beneficiary Primary Owner Name:(Required) First Last Member number:(Required)Primary Owner SSN#:(Required)I'd like to add:(Required)Joint OwnerBeneficiary(s)Please note if you’d like to add both joint owners and beneficiaries you will need to complete this form twice.Joint owner name:(Required) First Last Joint owner email address:(Required)Joint Owner Phone Number:(Required) Country Phone Number Joint owner social security number:(Required)You each will be sent a change-in-account membership agreement via DocuSign to fill and sign. Your new joint owner will also need to complete an ID-Pal verification. You will receive your ID-Pal link.How would you like to receive the ID-Pal link?(Required)TextEmailNotes / additional info:This form is to add a joint owner to your existing membership account. If you wish to open a new account with a joint owner, please submit a new application on our website.How many beneficiaries are you adding?(Required)1234Are you removing any current beneficiaries from your account?(Required) Yes No Beneficiary 1Name(Required) First Last Date of Birth(Required) Month Day Year Social Security Number:(Required)Address(Required) Street Address Address Line 2 City State ZIP / Postal Code Phone Number:(Required) Country Phone Number Relationship:(Required)SpouseSiblingChild or GrandchildParentOtherTotal beneficiary percent share:(Required)Beneficiary 2Name(Required) First Last Social Security Number:(Required)Address(Required) Street Address Address Line 2 City State ZIP / Postal Code Phone Number:(Required) Country Phone Number Relationship:(Required)SpouseSiblingChild or GrandchildParentOtherTotal beneficiary percent share:(Required)Beneficiary 3Name(Required) First Last Date of Birth(Required) Month Day Year Social Security Number:(Required)Address(Required) Street Address Address Line 2 City State ZIP / Postal Code Phone Number:(Required) Country Phone Number Relationship:(Required)SpouseSiblingChild or GrandchildParentOtherTotal beneficiary percent share:(Required)Beneficiary 4Name(Required) First Last Date of Birth(Required) Month Day Year Social Security Number:(Required)Address(Required) Street Address Address Line 2 City State ZIP / Postal Code Phone Number:(Required) Country Phone Number Relationship:(Required)SpouseSiblingChild or GrandchildParentOtherTotal beneficiary percent share:(Required)You will be sent a change-in-account membership card to sign before we can make the requested changes to your account. If you have a joint owner, they will need to sign as well. You will receive your DocuSign within 1-2 business days of submitting this form.Total Beneficiary Percent Share:(Required)Total beneficiary percent needs to = 100CAPTCHA Δ
