2. Joint / Secondary Account Holders
When you opened your accounts, do you remember if you had a secondary account holder? If not, now’s a great time to review and update that information, if necessary. You can find your Joint Account holders on your monthly or quarterly statement. If you need to add or remove anyone, just give us a call at 913.905.7000
. It’s important for you to know and control who has access to your financial accounts, so make sure to keep track of any joint or secondary account holders and update them as needed.
All your deposit accounts, including your checking, savings, CDs, money market and IRAs, should have a beneficiary listed. If something should happen to you, this will ensure your balance will be distributed as you wish. If you don’t recall who you named as your beneficiary or whether you have one listed at all, just give us a call or visit a branch, and we can verify the information and update as you wish.