FRAUDULENT CALL ALERT! CapEd has been made aware that members are receiving calls that appear to be from CapEd claiming to need personal information to resolve fraud on a debit card. CapEd will never call you and request social security numbers or full card numbers over the phone. If you are concerned about a call you've received, please reach out using the Let's Talk live chat button or call 800-223-7283. You can also review our Safety & Security measures here.
FRAUDULENT CALL ALERT! CapEd has been made aware that members are receiving calls that appear to be from CapEd claiming to need personal information to resolve fraud on a debit card. CapEd will never call you and request social security numbers or full card numbers over the phone. If you are concerned about a call you've received, please reach out using the Let's Talk live chat button or call 800-223-7283. You can also review our Safety & Security measures here.
FRAUDULENT CALL ALERT! CapEd has been made aware that members are receiving calls that appear to be from CapEd claiming to need personal information...
How to Add a Beneficiary to Your CapEd Account
If you would like to add a beneficiary to one of your accounts at CapEd Credit Union, you have a few options available. Our helpful staff can assist with the process both in-person or virtually.
What is a Beneficiary?
A beneficiary is a person or Trust who is designated to receive the funds in an account if the owner of the account passes away. If an account has both a living joint owner and a beneficiary, the funds will belong to the join owner(s) and not the beneficiary.
What Accounts Can I Add a Beneficiary To?
You can add a beneficiary to any personal account. We cannot add a beneficiary to the following account types: business accounts, estate accounts, HELOC checking accounts, ESCROW accounts, or safe deposit boxes.
How Do I Add a Beneficiary to My Account?
Only the primary owner of the account can add a beneficiary. You can request they be added either in-person or remotely.
If You Would Like to Add a Beneficiary In-Person
You can visit any of our branch locations to have the staff assist you in adding a beneficiary to your account.
If You Would Like to Add a Beneficiary Remotely
If you would like to add a beneficiary but don't want to go into a branch location, you can contact us online or call us at (208)884-0150 to speak to a representative who can help with the process.
