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How do I add or change a Beneficiary on my Account?

Posted on: December 10, 2019

To add Beneficiaries on your account, please complete a new Beneficiary Designation form.

To change Beneficiares on your account, please complete a new Beneficiary Designation form and have it notarized.

The form can be submitted to us via fax (845-947-1212) or via our secure upload portal. Please keep in mind that all prior beneficiaries will be replaced once you submit the new Beneficiary Designation Form.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.