Estate planning and settlement at Affinity Federal
Name beneficiaries online, fund a trust in branch, and report a death at 1-800-325-0808
Affinity Federal offers 14 accounts, each with its own rules for what happens when a member dies. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Beneficiary designations at Affinity Federal can be managed online, in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Affinity Federal: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 14 account types at Affinity Federal.
Preparing your estate →Death claim process
Report the death to Affinity Federal's Decedent Department at 1-800-325-0808. The page lists the steps and the documents to send.
When someone dies →Affinity Federal is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
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Data sourced from Affinity Federal primary sources (15 pages reviewed). How we research.
Affinity Federal customer support
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Estate planning articles
Learn how to protect your Affinity Federal accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
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Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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