How to name beneficiaries and fund a trust at Advantis
Covers 12 deposit, 2 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
Rivermark Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteLearn more→
Rivermark Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteLearn more→
Rivermark Deceased Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteNotify online→
Verified May 2026
Estate planning at Advantis means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Advantis is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.
Across 17 product types, Advantis 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.
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1
Visit any Rivermark or Advantis branch with a valid government-issued photo ID
2
Request to add or update beneficiary designations on your accounts
3
Provide beneficiary information:
- For deposit accounts: request POD (Payable on Death) designation with beneficiary full legal name, date of birth, Social Security number, and relationship
- For IRA accounts: complete the IRA Beneficiary Designation form with primary and contingent beneficiary sections
4
Review and sign the updated account documentation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations may require a copy of the Certification of Trust
- IRA beneficiary changes for married account holders in community property states (OR is not a community property state, but WA is) may require spousal consent for Washington residents
Rivermark Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteLearn more→
Rivermark Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteLearn more→
Rivermark Deceased Member Services
Phone503-626-6600
Mailing Address
Rivermark Community Credit Union, 14405 Meyers Rd, Oregon City, OR 97045
Toll-Free
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Advantis accounts and other assets with trusts, beneficiary designations, and estate planning documents.
