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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Corning FCU→Preparing your estate

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

Corning FCU

Credit Union · Regional

corningcu.org→
Corning FCU logo
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)
607-937-5292
CCU Wealth Strategies Toll-Free
1-800-505-5292
Dial Accounts Direct (D.A.D.) 24/7
607-962-2999
Dial Accounts Direct Toll-Free 24/7
1-800-677-4240
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 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
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • corningcu.org
  • raymondjames.com
  • help.corningcu.org

Data sourced from Corning FCU primary sources (26 pages reviewed). How we research.

Download these Corning FCU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Corning FCU primary sources. Bring it to the branch or keep it beside the phone.

Corning FCU

Credit Union · Regional

corningcu.org→
Corning FCU logo
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)
607-937-5292
CCU Wealth Strategies Toll-Free
1-800-505-5292
Dial Accounts Direct (D.A.D.) 24/7
607-962-2999
Dial Accounts Direct Toll-Free 24/7
1-800-677-4240
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.

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