NFCU - Where Is POD Information?

CDmanFL | Feb 7, 2023 | 286 posts since 2019

Friends,

Is it possible to see your beneficiaries for each CD when you log into your Navy account? I can’t see this and I need to make sure this is in order to ensure maximum NCUA coverage. And if this information is not visible on our online accounts, can I request a letter from Navy confirming my beneficiaries per account? Thank you.

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Answers

MoneyMoves | Feb 7, 2023 | 149 posts since 2019

If it is an IRA CD (I do not have non-IRA CD), on ACCOUNT SUMMARY tab/screen, see IRAs, and next line see TRADITIONAL IRA PLAN, same line see & SELECT in light blue color: VIEW PLAN SUMMARY. Will see mid screen, right side, BENEFICIARIES with name(s) and %

CDmanFL | Feb 7, 2023 | 286 posts since 2019

Thank you but I should have been more clear. I’m referring to a non-retirement account. I will do as me1004 recommends.

me1004 | Feb 7, 2023 | 1,379 posts since 2010

I don't know off hand about Navy FCU. However, my experience is that you cannot see who your beneficaries are at many CUs in your online account.

What I do is send them a message in my online account asking them to confirm who is listed as beneficiary.

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