Estate planning at MHV FCU
How to protect 23 MHV FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Service Center
Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402
Member Service Center
Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402
Support Services (decedent account settlement) / Member Service Center
Mid-Hudson Valley Federal Credit Union, Attn: Support Services, P.O. Box 1429, Kingston, NY 12402 (overnight: Attn: Support Services, 1099 Morton Blvd., Kingston, NY 12401)
MHV FCU offers 23 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, MHV FCU headquartered in Kingston, NY (1099 Morton Blvd, Kingston, NY 12401) with 14 branch locations across the Hudson Valley. Ulster County branches: Kingston (Main), Hurley Ave (Kingston), Port Ewen, Saugerties, Woodstock, Highland. Dutchess County branches: Fishkill, LaGrange, Poughkeepsie, Red Hook, Rhinebeck. Orange County branches: Middletown, Newburgh. Westchester County branch: Peekskill. Membership requires living, working, worshiping, volunteering, or attending school in Ulster, Dutchess, Orange, Westchester, Rockland, Putnam, or Sullivan County, NY. $5 minimum deposit to open a savings account and establish membership. 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.
MHV FCU handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
MHV FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 23 account types at MHV FCU.
View details →When someone dies
Death claim process
10-step process, 8 required documents, and contact information for survivors.
View details →MHV FCU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from MHV FCU primary sources (17 pages reviewed). How we research.
Member Service Center
Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402
Member Service Center
Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402
Support Services (decedent account settlement) / Member Service Center
Mid-Hudson Valley Federal Credit Union, Attn: Support Services, P.O. Box 1429, Kingston, NY 12402 (overnight: Attn: Support Services, 1099 Morton Blvd., Kingston, NY 12401)
Estate planning articles
Learn how to protect your MHV FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
