Estate planning and settlement at Congressional FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-491-2328
Congressional FCU is a credit union offering 15 accounts that interact with estate planning in different ways. As a membership-based credit union, Congressional FCU membership open to employees and members of eligible organizations, associations, and clubs on Capitol Hill and in the DC metro area. Includes current and retired members of Congress, congressional staff, and employees of partner organizations. Family members of existing members are also eligible. $5 minimum savings balance required to establish and maintain membership. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Congressional FCU lets account holders update beneficiary designations in branch and by mail, typically taking 15 to 30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Congressional FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Congressional FCU.
Preparing your estate →Death claim process
Report the death to Congressional FCU's Member Services at 1-800-491-2328. The page lists the steps and the documents to send.
When someone dies →Congressional FCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Congressional FCU primary sources (15 pages reviewed). How we research.
Congressional FCU customer support
Member Services
Phone
Toll-free
Visa Credit Cards (24-hour)
Visa Check Cards (24-hour)
Visa credit and check card disputes
Credit and check cards, outside the U.S. (call collect)
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Congressional FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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