737 how to add a new beneficiary

To add a new beneficiary to a 737 account, you'll need to follow these steps:

Method 1: Online Banking

1. Log in to your 737 online banking account.
2. Click on the "Accounts" tab and select the account you want to add a beneficiary to.
3. Click on the "Beneficiaries" tab.
4. Click on "Add Beneficiary".
5. Enter the beneficiary's name, relationship, and percentage of ownership (if applicable).
6. Enter the beneficiary's account number (if they have a 737 account) or their identification number (if they don't have a 737 account).
7. Confirm the beneficiary's details and click "Submit".

Method 2: Mobile Banking App

1. Open the 737 mobile banking app and log in to your account.
2. Tap on the "Accounts" tab and select the account you want to add a beneficiary to.
3. Tap on the "Beneficiaries" tab.
4. Tap on "Add Beneficiary".
5. Enter the beneficiary's name, relationship, and percentage of ownership (if applicable).
6. Enter the beneficiary's account number (if they have a 737 account) or their identification number (if they don't have a 737 account).
7. Confirm the beneficiary's details and tap "Submit".

Method 3: Visit a Branch

1. Visit a 737 branch with the required documents.
2. Inform the bank representative that you want to add a new beneficiary to your account.
3. Fill out the beneficiary form (available at the branch or online).
4. Attach the required documents (e.g., identification, proof of address, and proof of relationship).
5. Submit the form and documents to the bank representative.

Required Documents

• Identification (e.g., ID card, passport, or driver's license)
• Proof of address (e.g., utility bill, lease agreement, or bank statement)
• Proof of relationship (e.g., birth certificate, marriage certificate, or court order)

Note: The beneficiary must be at least 18 years old and have a valid identification document. The bank may also require additional documentation or information to verify the beneficiary's identity and relationship with you.

Remember to keep a record of the beneficiary's details and the date of addition for your records.