Estate planning at Clearview FCU
How to protect 23 Clearview FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
Voice Banking (Claire)
Credit Card Customer Service
Lost/Stolen Credit Card
Lost/Stolen Debit Card
Clearview Wealth Management Group
Mortgage Payments (Midwest Mortgage)
WebsiteLearn more→
Phone1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
Voice Banking (Claire)
Credit Card Customer Service
Lost/Stolen Credit Card
Lost/Stolen Debit Card
Clearview Wealth Management Group
Mortgage Payments (Midwest Mortgage)
WebsiteLearn more→
Death Claims / Member Care Center
Phone1-800-926-0003
Toll-Free1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
TruStage Insurance Claims (Securian)
Clearview Wealth Management Group (LPL Financial)
Verified Apr 2026
How your Clearview FCU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Clearview FCU serves members through approximately 23 financial centers in southwestern Pennsylvania. Membership is open to anyone who lives, works, worships, attends school, or volunteers in Allegheny, Armstrong, Beaver, Butler, Fayette, Greene, Indiana, Lawrence, Washington, or Westmoreland counties. Immediate family members (spouse, parent, child, sibling, grandparent, or grandchild) of current or potential members are also eligible. Once joined, membership is for life regardless of relocation. Headquarters: 8836 University Blvd., Moon Township, PA 15108. With 23 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Account holders can update their beneficiary designations at Clearview FCU in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Clearview FCU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 23 account types at Clearview FCU.
View details →When someone dies
Death claim process
8-step process, 6 required documents, and contact information for survivors.
View details →Because Clearview FCU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
You are eligible if you live, work, worship, attend school, or volunteer in Allegheny, Armstrong, Beaver, Butler, Fayette, Greene, Indiana, Lawrence, Washington, or Westmoreland counties in Pennsylvania. Immediate family members (spouse, parent, child, sibling, grandparent, or grandchild) of current or potential members are also eligible. You need a state-issued ID and $10 to open your account. Once you join, membership is for life regardless of where you move.
Yes. Clearview Wealth Management Group provides financial planning and investment advisory services through LPL Financial, a registered broker-dealer and investment advisor (member FINRA/SIPC). Members receive a no-cost, no-obligation annual financial check-up. Services include retirement planning, managed accounts, mutual funds, annuities, and insurance products. Products offered through LPL Financial are not NCUA insured and involve investment risk.
Clearview offers three credit cards: the Premium World Mastercard (up to 2% cash back on all purchases, no annual fee, no foreign transaction fees, $150 new cardholder bonus), the Platinum Mastercard (low-interest rate, no annual fee), and the Student Mastercard (designed for students to build credit, no annual fee, cosigner may be required). The Premium World Mastercard earns 2% cash back with a qualifying Absolute Checking account or 1.5% for all other cardholders.
Yes. Deposit accounts such as checking, savings, money market, and certificates can be retitled to a revocable living trust. Call 1-800-926-0003 to schedule an appointment at a Clearview financial center. Bring your complete trust document or certification of trust, government-issued photo ID for all trustees, and the trust EIN or SSN. IRA accounts cannot be retitled to a trust, but a trust may be named as IRA beneficiary. Investment accounts through LPL Financial at Clearview Wealth Management Group may also be held in trust; contact your advisor at ext. 21040.
Yes. Clearview offers home equity loans (lump sum with fixed rate, up to 90% of home value minus mortgage balance, terms up to 20 years) and home equity lines of credit (revolving credit up to 85% of equity with a 10-year draw period). Both products are available in all states except Alaska, Hawaii, and Texas.
Absolute Checking is Clearview's premium checking account with travel discounts, shopping rewards, phone protection, extended warranties, and identity theft protection. The monthly fee of $5.00 ($2.00 for members age 25 and under) is waived with a $10,000 combined deposit balance, $20,000 combined deposit and loan balance, or $5,000+ in monthly direct deposits. Absolute Checking holders who maintain $5,000+ in qualifying direct deposits and 8 qualifying debit or credit card transactions per month qualify for the 3.45% APY relationship rate on the Clearview Money Market account.
Sources
Data sourced from Clearview FCU primary sources (26 pages reviewed). How we research.
Phone1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
Voice Banking (Claire)
Credit Card Customer Service
Lost/Stolen Credit Card
Lost/Stolen Debit Card
Clearview Wealth Management Group
Mortgage Payments (Midwest Mortgage)
WebsiteLearn more→
Phone1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
Voice Banking (Claire)
Credit Card Customer Service
Lost/Stolen Credit Card
Lost/Stolen Debit Card
Clearview Wealth Management Group
Mortgage Payments (Midwest Mortgage)
WebsiteLearn more→
Death Claims / Member Care Center
Phone1-800-926-0003
Toll-Free1-800-926-0003
Mailing Address
Clearview Federal Credit Union, 8836 University Blvd., Moon Township, PA 15108
TruStage Insurance Claims (Securian)
Clearview Wealth Management Group (LPL Financial)
Verified Apr 2026
Estate planning articles
Learn how to protect your Clearview FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
