How to Add a Beneficiary in Capital One
Please follow the steps below to change your Capital One PIN online. If you don’t have a Capital One account yet, click here to sign up and see if you're pre-approved in less than 60 seconds.
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- Open the website on your desktop computer or laptop, then sign in with your username and password.
- Once you’re logged in, click on your Capital One 360 Checking account.
- On the middle part of the page, you will see several options. Click on the option that says Account Services & Settings.
- A pop-up window will appear. There, you will see a section for Settings & Help.
- Under Settings & Help, you will see an option for Manage Beneficiaries. Click on Manage Beneficiaries.
- On the page, you will see a brief introduction about beneficiaries. Then, on the middle part, you will see a green button that says Add a Beneficiary. Click on Add a Beneficiary.
- Then, a pop-up window will appear. There, enter all the required information about the beneficiary you will add.
- After entering all the necessary information, click on the tick box to confirm the person and to agree with the Terms & Conditions.
- After that, click on the Add Beneficiary button.
- And now, you have successfully added a beneficiary in Capital One.
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