Estate planning and settlement at Hawaii State FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-586-1056
How your Hawaii State FCU accounts transfer at death depends on how each one is set up. With 13 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Hawaii State FCU lets account holders update beneficiary designations in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Hawaii State 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 13 account types at Hawaii State FCU.
Preparing your estate →Death claim process
Report the death to Hawaii State FCU's Member Service Call Center at 1-888-586-1056. The page lists the steps and the documents to send.
When someone dies →Reach Hawaii State FCU's Member Service Call Center at 1-888-586-1056 for help with any of these procedures.
Because Hawaii State FCU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
(5)·
Data sourced from Hawaii State FCU primary sources (15 pages reviewed). How we research.
Hawaii State FCU customer support
Member Service Call Center
Phone
Toll-free
PrivateLine Bank-By-Phone (Oahu)
PrivateLine Bank-By-Phone (toll-free)
Lost or stolen ATM card
Card Customer Service, credit card
Legacy HMSA Employees' FCU members
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Hawaii State FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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