Estate planning at Corning FCU
How to protect 16 Corning FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Corning FCU's CCU Wealth Strategies (Raymond James Financial Services)
Phone607-962-3144
Toll-Free1-800-677-8506
Mailing Address
Corning Credit Union, 1 Credit Union Plaza, Corning, NY 14830
CCU Wealth Strategies (Raymond James)
CCU Wealth Strategies Toll-Free
Dial Accounts Direct (D.A.D.) 24/7
Dial Accounts Direct Toll-Free 24/7
WebsiteLearn more→
CCU Wealth Strategies (Raymond James Financial Services)
Phone607-937-5292
Toll-Free1-800-505-5292
Fax607-962-5791
Mailing Address
CCU Wealth Strategies, 1 Credit Union Plaza, Corning, NY 14830
WebsiteLearn more→
Death Claims / Account Support
Phone607-962-3144
Toll-Free1-800-677-8506
Mailing Address
Corning Credit Union, 1 Credit Union Plaza, Corning, NY 14830
Verified Jul 2026
How your Corning FCU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Corning FCU headquartered in Corning, NY with branches across four states. New York locations in Corning, Painted Post, Big Flats, Elmira, and Horseheads (Finger Lakes / Southern Tier region). North Carolina locations in Wilmington, Hampstead, Leland, and Shallotte. Pennsylvania locations in Chambersburg and Greencastle. South Carolina location in Myrtle Beach area. Membership open to employees and retirees of Corning Incorporated and subsidiaries, employees of over 1,700 member employer groups, immediate family members of current CCU members, and anyone who lives, works, worships, or attends school in eligible communities including Chemung County (NY), City of Wilmington (NC), Brunswick County area (NC), Mon Valley Community (PA), and Waynesboro (PA). Access to 30,000+ surcharge-free ATMs nationwide through the CO-OP Network. Mortgage financing available in NY, NC, PA, SC, FL, and MD. Headquarters: 1 Credit Union Plaza, Corning, NY 14830. With 16 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Corning FCU handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Corning FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Corning FCU.
View details →When someone dies
Death claim process
Contact Corning FCU's CCU Wealth Strategies (Raymond James Financial Services) to file a claim. 5-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Corning FCU's CCU Wealth Strategies (Raymond James Financial Services) at 1-800-505-5292.
Corning FCU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Savings, checking, money market, and share certificate accounts can be retitled into a revocable living trust. Call 1-800-677-8506 to schedule a branch appointment and bring the complete trust document or a certification of trust, government-issued photo ID for all trustees, and the trust EIN (or your SSN for a revocable trust). Existing accounts may need to be closed and reopened in the name of the trust. You must keep a share savings account to retain CCU membership.
Yes. A CCU IRA cannot be retitled into a trust, but you can name a trust as the IRA beneficiary through a separate IRA beneficiary designation, which is distinct from the POD designation on deposit accounts. Contact Account Support at 1-800-677-8506. Naming a trust as an IRA beneficiary carries distribution and tax consequences under the SECURE Act; consult a licensed tax or estate advisor before doing so.
Sources
Data sourced from Corning FCU primary sources (26 pages reviewed). How we research.
Phone607-962-3144
Toll-Free1-800-677-8506
Mailing Address
Corning Credit Union, 1 Credit Union Plaza, Corning, NY 14830
CCU Wealth Strategies (Raymond James)
CCU Wealth Strategies Toll-Free
Dial Accounts Direct (D.A.D.) 24/7
Dial Accounts Direct Toll-Free 24/7
WebsiteLearn more→
CCU Wealth Strategies (Raymond James Financial Services)
Phone607-937-5292
Toll-Free1-800-505-5292
Fax607-962-5791
Mailing Address
CCU Wealth Strategies, 1 Credit Union Plaza, Corning, NY 14830
WebsiteLearn more→
Death Claims / Account Support
Phone607-962-3144
Toll-Free1-800-677-8506
Mailing Address
Corning Credit Union, 1 Credit Union Plaza, Corning, NY 14830
Verified Jul 2026
Estate planning articles
Learn how to protect your Corning FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
