We offer Estate accounts to our members who will be the executor or administrator of the estate or if the decedent is a member of the credit union. We will not open Estate accounts for non-members.
Required documents are:
- Certificate of Qualification or Letters of Testamentary
- Tax ID Number
- Death Certificate - if an existing member account is being converted to the estate account. *Death certificate is not required if the decedent was not a member.