Estate planning and settlement at Clearview FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-926-0003
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: 8805 University Boulevard, Moon Township, PA 15108. With 25 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary designations at Clearview FCU can be managed in branch and by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Clearview FCU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 25 account types at Clearview FCU.
Preparing your estate →Death claim process
Report the death to Clearview FCU's Deceased Specialists / Member Care Center at 1-800-926-0003. The page lists the steps and the documents to send.
When someone dies →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
Yes. Membership at Clearview is established through the Clearview Savings Account (Primary Savings) with a $10 minimum. When you retitle deposit accounts to your revocable living trust, the Primary Savings account must remain open with at least $10 in the individual's name (or as a trust-titled membership share) to keep membership active. If the entire share balance falls to zero, membership can be closed and other accounts (checking, certificates, loans) may need to be closed or transferred. Discuss the share-account structure with the representative at your trust-funding appointment.
Sources
Data sourced from Clearview FCU primary sources (13 pages reviewed). How we research.
Clearview FCU customer support
Phone
Voice Banking (Claire)
Credit Card Customer Service
Lost/Stolen Credit Card
Lost/Stolen Debit Card
Clearview Wealth Management Group
Debit Card PIN Changes
Member Resolutions (Collections)
GreenPath Debt Solutions
Moon Township (Main Office)
Mortgage Payments (Midwest Loan Services)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Clearview FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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