Can I open a trust account?
Yes, we open membership accounts for established trusts. Trusts are eligible for membership if the revocable trust grantor(s) has membership with the Credit Union or if the irrevocable trust grantor(s) or the majority of beneficiaries has membership with the Credit Union. Before the account can be opened, the trust documentation must be reviewed and approved by our Risk Department. Please contact a member advocate at 1-800-444-4816 to learn more.