Trust Accounts
The future is in your hands.
Providing for your family's long-term financial needs means paying careful attention to your investments and creating a detailed plan for managing them after you're gone.
Share Savings, Share Certificate and Share Draft accounts may be established in the name of a Trust.
Blocked trusts generally stipulate withdrawal limitations. These accounts will not be issued access devices such as Debit or ATM Cards or a share draft account. Access to Trust Accounts using Virtual Branch is limited to inquiries only.
Download the membership application for trust accounts and bring or mail it to one of our branch offices together with your opening deposit and the following documentation:
Blocked Trusts
- Current, valid driver's license, state or federally-issued ID card, or passport (all owners).
- Proof of CU eligibility (if not already a member, primary owner).
- Copies of Court drawn Trust Documents.
Totten Trust
- Current, valid driver's license, state or federally-issued ID card, or passport (all owners).
- Proof of CU eligibility (if not already a member, primary owner).
- Indicate your beneficiary designation on the membership application
Do you want to learn how to save, invest, and manage your money?
MyMoney.gov is the U.S. government's website dedicated to teaching all Americans the basics about financial education. Whether you are planning to buy a home, balancing your checkbook, or investing in your 401k, the resources on MyMoney.gov can help you do it better.