How to name beneficiaries and fund a trust at Affinity Federal
Covers 10 deposit, 3 retirement, and 1 investment accounts — beneficiaries can be managed online
Member Service Center
Affinity Federal Credit Union, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Member Service Center
Affinity Federal Credit Union, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Decedent Department
Affinity Federal Credit Union, Attn: Decedent Department, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Estate planning at Affinity Federal means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Affinity Federal 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 14 product types, Affinity Federal 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.
- Full name, date of birth, Social Security number, and relationship
- Specify percentage allocation if adding multiple beneficiaries
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 accounts
- Online beneficiary changes require third-party cookies and pop-ups to be enabled
- Revocable trust accounts allow the account creator to change the beneficiary at any time
Sources
Data sourced from Affinity Federal primary sources (24 pages reviewed). How we research.
Download these Affinity Federal instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Affinity Federal primary sources. Bring it to the branch or keep it beside the phone.
Member Service Center
Affinity Federal Credit Union, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Member Service Center
Affinity Federal Credit Union, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Decedent Department
Affinity Federal Credit Union, Attn: Decedent Department, 73 Mountainview Blvd, Basking Ridge, NJ 07920
Estate planning articles
Learn how to protect your Affinity Federal accounts and other assets with trusts, beneficiary designations, and estate planning documents.
