Adding Beneficiaries

Modified on Wed, May 28 at 1:09 PM

In most cases, you can designate payable-on-death (POD) beneficiaries for your online savings accounts.

You may further increase the degree of FDIC insurance by adding additional beneficiaries (and in some cases, also help keep funds out of probate by adding POD designations) directly at each bank.

Bank	Beneficiary types allowed	How to designate your beneficiaries
Max Checking (powered by Customers Bank)	Individual or Trust	Call Customers Bank's Digital Banking Team at 1-833-534-1028.
UFB Direct		Register for online banking with UFB Direct. Then Click “Accounts” in the top banner, select the account you want to update, click the "Account Details" tab, and then click the "Add a Beneficiary" link on the right-hand side.
Veritex Community Bank	Individual	Call Veritex Online and Mobile Banking Support at 1-800-230-9421.
Fieldpoint Private	Individual	Call Fieldpoint Private Customer Support at 203-413-9300.
Quontic Bank	Individual	Call all Quontic Customer Care at 1-888-575-8677.
Customers Bank	Individual or Trust	Call Customers Bank's Digital Banking Team at 1-833-534-1028.
BankProv	Individual	Call all BankProv Customer Service at 1-877-487-2977.

We suggest that you consult your attorney or qualified estate planning professional before establishing a trust account or designating a POD beneficiary for your account.

For information about designating your account in the name of a Trust, please refer to our guide: How to Set Up Trust Accounts.

Please contact us at member.services@maxmyinterest.com if you have further questions.