How to name beneficiaries and fund a trust at Clearview FCU
Covers 19 deposit, 4 retirement, and 1 investment accounts — beneficiaries must be updated in-branch
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
Death Claims / Member Care Center
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
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 24 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes cannot be completed through digital banking; they require an in-branch or Clearview Live video appointment
- 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
Sources
Data sourced from Clearview FCU primary sources (28 pages reviewed). How we research.
Download these Clearview FCU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Clearview FCU primary sources. Bring it to the branch or keep it beside the phone.
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
Death Claims / Member Care Center
Clearview Federal Credit Union, 8805 University Boulevard, Moon Township, PA 15108
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