How to name beneficiaries and fund a trust at Connex CU
Covers 9 deposit, 3 retirement, and 7 lending accounts — beneficiaries must be updated in-branch
Member Service Center
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
WebsiteLearn more→
Member Service Center
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
WebsiteLearn more→
Member Services - Death Claims
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
Verified May 2026
There are two ways to keep your Connex CU accounts out of probate: adding Payable on Death designations and retitling accounts into a trust. Because Connex CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Both methods ensure your accounts transfer directly to the people you choose, without court involvement.
Connex CU has 19 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Plus CheckingYour Choice CheckingPathways CheckingTeen Green CheckingRegular Share AccountSpecial Purpose AccountMoney Market Share AccountMini Money MarketShare Certificate
1
Visit any Connex Credit Union branch with government-issued photo ID
2
Request a POD (Payable on Death) beneficiary designation form for deposit accounts
3
Complete the form with beneficiary information:
- Primary and contingent beneficiary full legal names, dates of birth, and Social Security numbers
- For a trust beneficiary: provide the trust name, trust date, and trust EIN
4
All account owners must sign the form
5
Submit the signed form to the branch representative
Special Requirements
- POD designation is available for all deposit accounts (checking, savings, money market, and share certificates)
- IRA beneficiary designations are completed on a separate beneficiary form at the time of account opening
- Upon death of the last surviving owner, POD funds are distributed to beneficiaries and are not controlled by a will
- Each account must be updated individually; beneficiary designations do not automatically carry across accounts
- Joint accounts include rights of survivorship by default unless otherwise stated on the Account Card
- The credit union is not obligated to notify any beneficiary of the existence of any account except as required by law
Member Service Center
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
WebsiteLearn more→
Member Service Center
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
WebsiteLearn more→
Member Services - Death Claims
Phone(203) 603-5700
Toll-Free(800) 278-6466
Mailing Address
Connex Credit Union, P.O. Box 477, North Haven, CT 06473
Verified May 2026
Estate planning articles
Learn how to protect your Connex CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
