Marriage
- Review contact information and names
- Review beneficiaries
- Consider account ownership needs
- Update direct deposit if necessary
Financial accounts change when life changes.
Use these checklists as prompts, then contact LNFCU for the forms and requirements that apply to your accounts.
Divorce or separation
- Review account access and contact information
- Review beneficiaries
- Update automatic payments
- Follow legal orders and LNFCU requirements
Death of a family member
- Contact LNFCU for required documentation
- Do not share credentials
- Preserve statements and account records
- Ask how account ownership affects next steps
Moving or PCS
- Update address and telephone information
- Review automatic payments
- Confirm card access
- Protect against moving and housing scams
Buying a vehicle
- Set a comfortable payment range
- Compare total cost, not only payment
- Verify seller and title information
- Get current LNFCU loan terms
Retirement
- Review direct deposit
- Review beneficiaries
- Update contact information
- Watch for government and investment impersonation scams
Tip: after any major life event, review account ownership, beneficiaries, automatic payments, contact information, and trusted access methods together.