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 on 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.