Call (713) 505-1931 Schedule Registration Affidavit of Heirship Form Address Change Form Financials & Meetings Contact
Call (713) 505-1931 Schedule Registration Affidavit of Heirship Form Address Change Form Financials & Meetings Contact

Registration for Beneficiary Access

In order to process your request for Beneficiary Access, please review the Privacy Policy, then complete the following required information:

  1. Full Legal Name
  2. Last 4 of Social
  3. Email Address
  4. Phone Number

Once your request has been submitted, the Trustees will respond as soon as practical, usually within ten (10) business days. Incomplete and non-qualifying submissions will not be processed.

If your request for Beneficiary Access is approved, the Trustees will provide your account information for Beneficiary Website Access.

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