Excel Federal Credit Union

Financial Services for Your Home & Business

Beneficiary Information

Would you like to add a beneficiary to the account?

* Required field

Certification under penalties of perjury: I certify that the Social Security/Taxpayer ID number I provided above is correct; that I am not subject to backup withholding due to failure to report interest and dividend income, and that I am a U.S. Citizen (if any of these statements are false, please contact the credit union to apply for membership directly by calling 770-441-9235).

NOTE: At least home or mobile phone is required.

Does the beneficiary have the same address?

Primary Address

NOTE: P.O. Boxes will not be accepted.

Is the beneficiary's mailing address the same as their primary address?

Mailing Address