What to do when a Clearview FCU account holder dies
Contact Clearview FCU — 8-step process, 6 required documents, and pod and joint accounts processed upon verification of death certificate and identification. estate accounts depend on probate court timelines. clearview offers estate checking and savings accounts for managing the deceased's financial affairs during the settlement process.
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
When a Clearview FCU member passes away, the Death Claims / Member Care Center handles the transition of accounts to beneficiaries or the estate. Accounts with Payable on Death designations or trust ownership transfer outside of probate, while solely-owned accounts may require Letters Testamentary or Letters of Administration from the probate court.
The first step is contacting Clearview FCU at 1-800-926-0003 with the account holder's full name, account numbers, and a certified death certificate in hand.
Death claim process
To file a claim after an account holder's death, here is what Clearview FCU requires:
Filing a claim
1
Contact Clearview at 1-800-926-0003 or visit any financial center to notify the credit union of the member's passing
2
Provide a certified copy of the death certificate
3
Clearview will review the account structure to determine the appropriate settlement path
4
Settlement varies by account ownership type:
- Joint accounts with right of survivorship: surviving owner retains full access; the account may need to be closed or retitled to remove the deceased
- Single-titled accounts: the account is restricted immediately upon notification to prevent additional transactions
- POD beneficiary exists: funds pass directly to the named beneficiaries outside of the estate upon providing death certificate and government-issued photo ID
- Account titled in a trust: successor trustee provides trust documents, death certificate, and trust EIN
- No joint owner, POD beneficiary, or trust: estate goes through probate; present Letters Testamentary or Letters of Administration
5
For small estates: a Small Estate Affidavit may be accepted under Pennsylvania law (20 Pa. C.S. 3102) for qualifying estates
6
Additional account-specific steps:
- IRA accounts: beneficiaries complete distribution election forms
- Investment accounts through LPL Financial: contact the Clearview Wealth Management Group advisor directly
7
Power of Attorney becomes void at death and cannot be used to settle accounts
8
An estate checking or savings account may be opened to manage the deceased's financial assets, pay funeral expenses, and settle outstanding bills
Required Documents
- Certified copy of the death certificate
- Government-issued photo ID for beneficiary, joint owner, or personal representative
- Letters Testamentary or Letters of Administration (if no POD beneficiary; issued by probate court)
- Small Estate Affidavit (if estate qualifies under Pennsylvania law, 20 Pa. C.S. 3102)
- Trust documents and trust EIN (if trust-owned account)
- IRA beneficiary distribution election forms (for retirement accounts)
Clearview publishes "A Guide to Settling Your Loved One's Accounts" (available as PDF on their website) with detailed instructions for surviving family members. For insurance claims through TruStage, visit securian.com/benefits or call 1-800-328-9442. Clearview will continue to report tax information on the decedent's account under their tax identification number to the IRS as required by law.
Expected timelines at Clearview FCU: POD and joint accounts processed upon verification of death certificate and identification. Estate accounts depend on probate court timelines. Clearview offers estate checking and savings accounts for managing the deceased's financial affairs during the settlement process. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.
Documentation required by Clearview FCU includes Certified copy of the death certificate, Government-issued photo ID for beneficiary, joint owner, or personal representative, and Letters Testamentary or Letters of Administration (if no POD beneficiary; issued by probate court), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
Visit any Clearview financial center with government-issued photo ID or call 1-800-926-0003. You can add Payable on Death (POD) beneficiaries to deposit accounts including checking, savings, money market, and certificates. For IRA accounts, beneficiary designations are handled separately. For investment accounts through LPL Financial, contact your Clearview Wealth Management Group advisor.
Contact Clearview at 1-800-926-0003 or visit any financial center. The settlement path depends on account ownership. Joint accounts with right of survivorship pass to the surviving owner. Accounts with Payable on Death (POD) beneficiaries pass directly to the named beneficiaries outside probate. Trust-titled accounts pass to the successor trustee. If none of these apply, the estate may go through probate. Clearview publishes a guide called "A Guide to Settling Your Loved One's Accounts" available on their website.
For TruStage insurance claims (payment protection, loan protection, and other insurance products offered through CUNA Mutual Group), visit securian.com/benefits to file online or call Securian at 1-800-328-9442. Continue making loan payments until you receive a claim decision. You can check your claim status at securian.com/benefits after filing.
Clearview FCU's Death Claims / Member Care Center can be reached by phone at 1-800-926-0003 for questions throughout the claims process.
If the deceased held multiple Clearview FCU accounts, each may require a separate claim or have different documentation requirements. The Death Claims / Member Care Center can confirm which accounts require individual attention and which can be processed together.
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
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