How to name beneficiaries and fund a trust at Achieva CU
Covers 10 deposit, 5 retirement, 1 investment, and 8 lending accounts — beneficiaries must be updated in-branch
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
The goal with your Achieva CU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Achieva CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts without either one will require probate, which means court involvement and delays for your family.
Across 24 product types, Achieva CU accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available on deposit accounts (checking, savings, money market, certificates)
- IRA beneficiaries require a separate IRA Beneficiary Designation form
- Joint account owners have automatic right of survivorship
- Trusts can be named as POD beneficiaries on eligible deposit accounts
- Account owner may remove any or all POD beneficiaries at any time per account agreement
Sources
Data sourced from Achieva CU primary sources (20 pages reviewed). How we research.
Download these Achieva CU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Achieva CU primary sources. Bring it to the branch or keep it beside the phone.
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
Member Service Center
Achieva Credit Union, P.O. Box 1500, Dunedin, FL 34697
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