If you create a Joint Savings or Checking account with another person, they will also be a beneficiary on that account.
To add beneficiaries to your individual account(s) with us, please contact support@joinatmos.com. You will need to gather the following information:
- Beneficiary first and last name
- Beneficiary address
- Beneficiary social security number (SSN)
- Beneficiary date of birth
You can also add a trust as a beneficiary; all the information above will need to be included as well as the name of the trust, TIN, and address.
Do not send this information in an unsecured email. When you reach out to Support, we will provide you with a secure link to upload the documentation.