Delete Joint Owner/Beneficiary
These steps explain how to delete a joint owner or beneficiary from an account.
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Launch Tool #3 Open/Maintain Memberships/Accounts.
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Select Update membership info.
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Enter the account number.
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Click the forward arrow.
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Check the box for Secondary names.
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Click the forward arrow.
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Select the account.
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Select the name and choose the Remove option.
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Click Delete.
