How to Add an Authorized User to Navy Federal Credit Union
Adding an authorized user to your Navy Federal Credit Union account can be a convenient way to share financial benefits with a trusted individual. Whether you’re looking to help a family member build credit or simply want to provide someone with access to your account, the process is straightforward. Here’s a step-by-step guide on how to add an authorized user to your Navy Federal Credit Union account.
Step 1: Log in to Your Navy Federal Credit Union Account
The first step in adding an authorized user is to log in to your Navy Federal Credit Union account online. You can do this by visiting the credit union’s website and entering your username and password.
Step 2: Navigate to the Account Management Section
Once logged in, navigate to the account management section. This section may be labeled differently depending on your account type, but it should be easy to find. Look for options like “Account Settings,” “Manage Accounts,” or “Account Details.”
Step 3: Locate the Authorized Users Section
Within the account management section, locate the authorized users section. This is where you will add the new authorized user to your account. You may need to scroll down or click on a specific link to find this section.
Step 4: Enter the Authorized User’s Information
To add an authorized user, you will need to provide their personal information, including their full name, date of birth, and Social Security number. Make sure to have this information readily available before you begin the process.
Step 5: Set Access Permissions
After entering the authorized user’s information, you will need to set their access permissions. Navy Federal Credit Union allows you to specify whether the authorized user can make transactions, view account information, or both. Choose the appropriate permissions based on your needs.
Step 6: Review and Confirm
Before finalizing the addition of the authorized user, review the information you have entered and the access permissions you have set. Double-check that everything is correct and that you are happy with the changes.
Step 7: Submit the Request
Once you have reviewed and confirmed the information, submit the request to add the authorized user. Navy Federal Credit Union will typically review the request within a few business days and notify you via email or mail once the process is complete.
Additional Tips
– Remember that adding an authorized user does not grant them the ability to make changes to your account or remove themselves as an authorized user.
– Be sure to communicate with the authorized user about their new access to your account and any responsibilities that come with it.
– If you ever need to remove an authorized user from your account, you can do so by following a similar process to the one outlined above.
Adding an authorized user to your Navy Federal Credit Union account is a simple process that can provide numerous benefits. By following these steps, you can ensure that the process is smooth and that both you and the authorized user have the information you need to manage the account effectively.