View Secondary Names for a Sub-Account

These steps explain how to view the joint owners, misc. owners, and beneficiaries on a sub-account.

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. Select the sub-account.

   • You will see a 'Y' in the J/O column if there are any joint owners, misc. owners, or beneficiaries.

5. Click Select.

6. Click the Secondary Names button on the Member Account Inquiry screen.