How to name beneficiaries and fund a trust at Clearview FCU
Covers 18 deposit, 4 retirement, and 1 investment accounts — beneficiaries must be updated in-branch
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
Preparing your Clearview FCU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Clearview FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts with Payable on Death designations or trust ownership bypass probate entirely.
The transfer rules at Clearview FCU vary across 23 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Basic CheckingSimple CheckingAbsolute CheckingFresh Start CheckingFresh Start Pro CheckingPrimary SavingsMember's Choice AccountClub Accounts (Christmas / Vacation)Relationship Money MarketSavings CertificatePremium World MastercardPlatinum MastercardStudent MastercardAuto LoanHome Equity LoanHome Equity Line of Credit (HELOC)Personal LoanFirst Mortgage
1
Visit any Clearview financial center with government-issued photo ID
2
Request a Payable on Death (POD) beneficiary designation for your deposit account(s)
3
Provide beneficiary information:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
4
Specify primary and contingent beneficiaries with percentage allocations
5
Complete and sign the beneficiary designation form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD (Payable on Death) available for deposit accounts (checking, savings, money market, certificates)
- Joint accounts with right of survivorship pass to the surviving owner(s)
- IRA beneficiary designations are separate from deposit account POD designations
- Investment account beneficiaries are managed through LPL Financial
- Review and update beneficiary information periodically, especially after major life events
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.
