View All Joint Owners/Beneficiaries

These steps explain how to view all joint owners, misc owners, and beneficiaries for a membership as listed on the Secondary Names Inquiry screen.

  1. Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.

  2. Enter the member's account number.

  3. Click the forward arrow.

    • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

  4. Click the Secondary Names button.