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Home→Financial Institutions→Brooklyn Coop→Preparing your estate

How to name beneficiaries and fund a trust at Brooklyn Coop

Covers 8 deposit, and 1 lending accounts — beneficiaries must be updated in-branch

OverviewPreparing your estateWhen someone dies

Brooklyn Coop

Credit Union · Regional

brooklyn.coop→
Brooklyn Coop logo
Phone1-718-418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

WebsiteLearn more→
Phone1-718-418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

WebsiteLearn more→

Member Services

Phone(718) 418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

Verified May 2026

Estate planning at Brooklyn Coop means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Brooklyn Coop 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.

Brooklyn Coop offers 9 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.

Personal CheckingTeen CheckingSimple SavingsSavings with ATM3-Month Share Certificate6-Month Share Certificate12-Month Share CertificateHigh Yield Club Account
1
Visit any Brooklyn Cooperative branch (Bushwick, Bed-Stuy, or East New York)
2
Provide government-issued photo ID
3
Request to add or update Payable on Death (POD) beneficiary designations
4
Complete the beneficiary designation on your membership application
5
Provide each beneficiary's information:
  • Full legal name
  • Date of birth
  • Social Security number
  • Relationship to account holder
6
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 (savings, checking, share certificates)
  • Joint account owners have automatic right of survivorship
  • If no beneficiary is designated, funds go to the deceased member's estate
  • Beneficiary designations are made on the membership application
  • Online beneficiary designation is not currently available

Brooklyn Coop

Credit Union · Regional

brooklyn.coop→
Brooklyn Coop logo
Phone1-718-418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

WebsiteLearn more→
Phone1-718-418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

WebsiteLearn more→

Member Services

Phone(718) 418-8232
Emailinfo@brooklyn.coop
Mailing Address

Brooklyn Cooperative Federal Credit Union, 1368 Fulton Street, Brooklyn, NY 11216

Verified May 2026

Estate planning articles

Learn how to protect your Brooklyn Coop accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Learn how to protect your Brooklyn Coop accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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