Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

< Return to Help

How do I update account beneficiaries?

You must be a member of PenAir Credit Union to designate or change the beneficiaries of an account. Click here to learn how you can become a member today.

Ready?

From the privacy of your home and in just a few minutes, you can complete our secured online form. To update the beneficiaries for your account at PenAir Credit Union, simply follow our instructions to print, sign and submit your completed forms.

To complete the online form, please have the following information available:

The Account number
Your updated beneficiary information (i.e., name, address, date of birth)

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