umb skin1 WCV Migrated Content Viewer

umb skin2 Actions

Personal Information

Change of Address/Telephone Number
If you need to update your address or telephone number, please download, print, complete and sign the Address Change Request form and send it back to UMB Financial Services, Inc., or contact us at 800.842.9999.

Beneficiary Update

Non-Retirement Accounts

If you need to update the beneficiary information on your non-retirement account (i.e., Transfer on Death Account), download, print, complete and sign the Transfer on Death Registration and Beneficiary Designation form and send it back to UMB Financial Services, Inc.

Retirement Accounts

If you need to update the beneficiary information on your retirement account, download, print, complete and sign the IRA Beneficiary and Successor Beneficiary Designation form and send it back to UMB Financial Services, Inc.

 


Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
 
  NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE  

umb skin1 Web Content Viewer

umb skin2 Actions

Online Banking

Pay your bills online. It saves you time and money.

umb skin1 Web Content Viewer

umb skin2 Actions

Security and Privacy

Protect yourself with these safety tips.