How to name beneficiaries and fund a trust at Arrowhead CU
Covers 9 deposit, 3 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
Phone1-800-743-7228
Emailinfo@arrowheadcu.org
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
Visa Debit Card/Fraud
Lending Fax (Payoff Requests/Real Estate)
Shared Branching Customer Service
WebsiteLearn more→
Phone1-800-743-7228
Emailinfo@arrowheadcu.org
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
Visa Debit Card/Fraud
Lending Fax (Payoff Requests/Real Estate)
Shared Branching Customer Service
WebsiteLearn more→
Phone1-800-743-7228
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
WebsiteNotify online→
Verified Apr 2026
The goal with your Arrowhead CU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Arrowhead 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.
Arrowhead CU has 15 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
Arrowhead CheckingDividend CheckingArrowhead Spending AccountHometown Hero CheckingArrowhead SavingsSpecial SavingsHoliday Club SavingsMoney Market AccountShare Certificate
1
Visit any Arrowhead Credit Union 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 California (a community property state) may require spousal consent
Phone1-800-743-7228
Emailinfo@arrowheadcu.org
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
Visa Debit Card/Fraud
Lending Fax (Payoff Requests/Real Estate)
Shared Branching Customer Service
WebsiteLearn more→
Phone1-800-743-7228
Emailinfo@arrowheadcu.org
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
Visa Debit Card/Fraud
Lending Fax (Payoff Requests/Real Estate)
Shared Branching Customer Service
WebsiteLearn more→
Phone1-800-743-7228
Fax(909) 383-7302
Mailing Address
Arrowhead Credit Union, P.O. Box 4100, Rancho Cucamonga, CA 91729
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Arrowhead CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
