What are the parameters for opening an Estate account?

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.

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