Tools & Technology

Health Check on Your Quorum Account

A New Year is a great time to ensure your Quorum account is up-to-date! Make sure your contact information is current, and any life changes have been reflected.
Health Check on Your Quorum Account

Ensure your Quorum account is up-to-date! Make sure your contact information is current, and any life changes have been reflected.

Review your account today to check for the following:

  • Confirm your contact information

1. Log in to online banking.

2. Click on “Settings” from the top-right corner of online banking and review the information under the “Contact” tab.

  • Add/edit/confirm beneficiaries

1. Log in to online banking.

2. Select “Other Services” under “More.”

3. From the “Forms and Services” list, select “Forms,” then “Add/Edit Beneficiaries.”

Download the form > - Notify us of a name change Download the form >

  • Add a joint owner to your checking or savings account

If you are sending in paper forms, be sure to provide a clear copy of a government-issued photo ID (e.g., license, passport)—which includes a signature(s), and any supporting documentation noted on the form. You can also send us your forms securely and electronically via secure message in online banking as attachments.

Please Note: Forms cannot be signed electronically (e.g., e-signature or PDF signature); a physical signature is required.

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