Estate planning and settlement at Aloha Pacific FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-877-531-3711
Aloha Pacific FCU is a credit union offering 19 accounts that interact with estate planning in different ways. As a membership-based credit union, Aloha Pacific FCU eight branches on Oahu, one in Kahului on Maui and one in Kekaha on Kauai, plus the Henderson branch and the Rebels CU campus branch at UNLV in Las Vegas, Nevada. Membership is open to the groups the credit union names, including City and County of Honolulu employees, Maui County employees, Kauai residents, UNLV students, faculty and staff, approved employer groups and members' immediate families. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary designations at Aloha Pacific FCU can be managed in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Aloha Pacific FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at Aloha Pacific FCU.
Preparing your estate →Death claim process
Report the death to Aloha Pacific FCU's Contact Center at 1-877-531-3711. The page lists the steps and the documents to send.
When someone dies →Aloha Pacific FCU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Aloha Pacific FCU primary sources (36 pages reviewed). How we research.
Aloha Pacific FCU customer support
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Estate planning articles
Learn how to protect your Aloha Pacific FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
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.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
