Estate planning and settlement at MHV FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-451-8373
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; NCUA records the field of membership as "Community credit unions". $5 minimum deposit to open a savings account and establish membership. Branch lobbies are open Monday-Friday 9:00am-5:00pm and Saturday 9:00am-2:00pm; the Contact Center (and its chat) runs Monday-Friday 9:00am-6:00pm and Saturday 9:00am-2:00pm. ATM access is 118,000+ ATMs overall, with surcharge-free access at 55,000+ Allpoint ATMs. 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 23 account types at MHV FCU.
Preparing your estate →Death claim process
Report the death to MHV FCU's Support Services at 1-800-451-8373. The page lists the steps and the documents to send.
When someone dies →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 (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your MHV FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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