Support Home Procedures Do we need a social security number to add a Beneficiary? Do we need a social security number to add a Beneficiary? We would like to collect as much information as possible but ultimately we just need first and last name. Related Questions: Ops Update ‐ Common Check Order Errors Ops Update ‐ Membership Eligibility Field in CUnify Ops Update ‐ Vault Cash Balance Sheet Ops update ‐ 3rd Party Teller checks in excess of daily cash limit Frequently Asked Questions Relating to Deceased Members Was this article helpful? Yes / No