How to name beneficiaries and fund a trust at Corning FCU
Covers 6 deposit, 2 retirement, 7 lending, and 1 investment accounts — beneficiaries must be updated in-branch
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
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 Apr 2026
Estate planning at Corning FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Corning FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.
Corning FCU offers 16 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Windfall CheckingValue CheckingCCU SavingsCCU Money Market AccountAll Purpose Savings AccountShare Certificate
1
Visit any Corning Credit Union branch 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, and relationship
- Primary and contingent beneficiaries with percentage allocations
4
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 Raymond James Financial Services
- Review and update beneficiary information periodically, especially after major life events
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
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 Apr 2026
Estate planning articles
Learn how to protect your Corning FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
