How to name beneficiaries and fund a trust at Logix
Covers 13 deposit, 3 retirement, 2 investment, and 1 insurance accounts — beneficiaries must be updated in-branch
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Logix Financial Services (Estate Planning & Trust Services)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Verified Apr 2026
There are two ways to keep your Logix accounts out of probate: adding Payable on Death designations and retitling accounts into a trust. Because Logix 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.
Logix has 19 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Advantage CheckingPremier CheckingHigh-Rate CheckingNextGen CheckingMain SavingsHigh-Rate SavingsMoney Market SavingsRegular Share Certificate7-Month Share CertificateBump Rate CertificateFlex CertificateTeen CheckingUTMA Launch Pad Account
1
Visit any of Logix's 19 Southern California branches (Los Angeles, Ventura, or Kern County)
2
Bring your government-issued photo ID
3
Request a POD (Payable on Death) beneficiary designation form
4
Complete the beneficiary designation form:
- Provide beneficiary information: full name and date of birth (SSN not required)
- Specify number of beneficiaries (unlimited allowed; equal shares by default)
5
Sign and submit the completed form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD (Totten Trust) designation available for all deposit accounts
- Unlimited number of beneficiaries allowed
- Beneficiaries receive equal shares by default
- Dates of birth required; Social Security numbers not required
- Beneficiary does not need to be present
- Beneficiary does not need to be a Logix member
- Online beneficiary designation is not currently available
- Investment account beneficiaries must be set up through Logix Financial Services at 800-553-3707
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Logix Financial Services (Estate Planning & Trust Services)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Verified Apr 2026
Estate planning articles
Learn how to protect your Logix accounts and other assets with trusts, beneficiary designations, and estate planning documents.
