Add a Joint Owner to an Account
These steps explain how to add a joint owner, such as a spouse or family member, to an account.
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Launch Tool #3 Open/Maintain Memberships/Accts.
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Select Update membership info on the Membership Services pop-up.
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Input the account base or Social Security number of the member to whose account you'd like to add a joint owner.
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Click the forward arrow.
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Check the Secondary names box.
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Click the forward arrow.
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Select the account to which you'd like to add a joint owner on the Modify Secondary Names Linked to This Membership screen.
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Click Select.
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Select the Add button on the Secondary Names Linked to This Account screen.
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Input the Social Security number or account base of the individual to be added as a joint owner on the Link a Secondary Name to This Account pop-up.
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Select the Relationship type.
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Select all other desired options (add to all sub-accounts, etc.).
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Click the Add/Update button.
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If the joint owner is not a member, you will arrive at the Non-Member Information screen to input their information. You will have to select Add/Update button again after returning to the Link a Secondary Name to This Account pop-up.
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Click Continue on the Blocked Persons Database pop-up.
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If the Enroll in this household box was checked, select the desired household enrollment options on the Household Enrollment pop-up.
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Click Done.
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Click Done again to confirm household enrollment.
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