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How to add beneficiary to chase bank account

Add beneficiary 2026

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The document is a Pay-On-Death (POD) Beneficiary designation form that allows a member to add or update beneficiaries for their accounts. It includes sections for listing multiple beneficiaries along with their personal details, such as name, relationship, address, birth date, and social security number. The member authorizes the distribution of account funds to the designated beneficiaries upon their death.

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Click ‘Get Form’ to open the add beneficiary form in the editor.
Enter your member number at the top of the form. This is essential for identifying your accounts.
Fill in your name and date to authenticate the request.
For each beneficiary, provide their name, relationship to you, address, birth date, Social Security Number (SSN), state, and ZIP code. Ensure accuracy for smooth processing.
Indicate the percentage of the account each beneficiary will receive. If equal distribution is desired, ensure all percentages total 100%.
Sign and date the form at the bottom to validate your designations.

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