Delete Joint Owner/Beneficiary

These steps explain how to delete a joint owner or beneficiary from an account.

1. Launch Tool #3 Open/Maintain Memberships/Accounts.

2. Select Update Membership Information.

3. Enter the account number.

4. Click the forward arrow.

5. Check the box for Secondary Names.

6. Click the forward arrow.

7. Select the account.

8. Select the name and click Remove.

9. Click Delete.