Estate planning and settlement at Maine Savings FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-273-6700
Maine Savings FCU offers 20 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Maine Savings FCU eligibility is based on where you work, where you live, or your relationship to another member; the NCUA classifies the field of membership as "Multiple common bond - other." Headquarters and mailing address are in Hampden (Penobscot County), with branches throughout Maine. Members can also transact through Co-op Shared Branches and surcharge-free ATM networks nationwide, which matters to an out-of-state executor: shared-branch access does not extend to estate claims, which Maine Savings handles itself through the Member Service Center or one of its own branches. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Account holders can update their beneficiary designations at Maine Savings FCU in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Maine Savings 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 20 account types at Maine Savings FCU.
Preparing your estate →Death claim process
Report the death to Maine Savings FCU's Member Service Center at 1-800-273-6700. The page lists the steps and the documents to send.
When someone dies →Because Maine Savings 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
Data sourced from Maine Savings FCU primary sources (15 pages reviewed). How we research.
Maine Savings FCU customer support
Member Service Center
Phone
Toll-free
Text
Lost/Stolen Credit Card
Card Activation / PIN Selection (credit and debit)
Lost/Stolen Visa Check (Debit) Card, after hours
Maine Wealth Planning (LPL Financial)
Fax
Hours
Mailing address
Website
Estate planning articles
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