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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→MHV FCU→Preparing your estate

How to name beneficiaries and fund a trust at MHV FCU

Covers 10 deposit, 4 retirement, and 9 lending accounts — beneficiaries must be updated in-branch

MHV FCU

Credit Union · Regional

mhvfcu.com→
MHV FCU logo

Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402

EARS Bank-by-Phone
845-336-4444 ext. 3371
Business Services
845-336-4444 ext. 3137
Student Lending (CU Student Choice)
866-467-0595
Debit Card Member Service
866-820-8794
Debit Card Activation & PIN
866-985-2273
Debit Card Fraud (24/7)
888-918-7313
Debit Card Travel
866-820-3867
Credit Card Platinum Service
866-820-2951
Credit Card Signature Service
866-820-6035
Credit Card Activation
800-631-3197
TruStage Payment Protection
800-621-6323
WebsiteLearn more→

Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402

EARS Bank-by-Phone
845-336-4444 ext. 3371
Business Services
845-336-4444 ext. 3137
Student Lending (CU Student Choice)
866-467-0595
Debit Card Member Service
866-820-8794
Debit Card Activation & PIN
866-985-2273
Debit Card Fraud (24/7)
888-918-7313
Debit Card Travel
866-820-3867
Credit Card Platinum Service
866-820-2951
Credit Card Signature Service
866-820-6035
Credit Card Activation
800-631-3197
TruStage Payment Protection
800-621-6323
WebsiteLearn more→

Support Services (decedent account settlement) / Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

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)

WebsiteNotify online→
Verified Jul 2026

Estate planning at MHV FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because MHV FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.

MHV FCU offers 23 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.

Free CheckingUltra CheckingYoung Adult CheckingSavings AccountHoliday Savings AccountMoney Market AccountTiered Money Market AccountPremium Money Market AccountShare Certificate (CD)Health Savings Account (HSA)
1
Visit any Mid-Hudson Valley FCU branch location
2
Request to add or update POD/beneficiary designations
3
Provide government-issued photo ID
4
Complete the beneficiary designation form with beneficiary details: full name, date of birth, Social Security number, and relationship
5
Sign and submit the form; changes take effect upon processing

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • POD designations available on deposit accounts (checking, savings, money market, certificates)
  • IRA beneficiaries require a separate IRA Beneficiary Designation form
  • Joint account owners have automatic right of survivorship
  • Trusts can be named as POD beneficiaries on eligible deposit accounts
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • mhvfcu.com
  • datocms-assets.com

Data sourced from MHV FCU primary sources (17 pages reviewed). How we research.

Download these MHV FCU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against MHV FCU primary sources. Bring it to the branch or keep it beside the phone.

MHV FCU

Credit Union · Regional

mhvfcu.com→
MHV FCU logo

Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402

EARS Bank-by-Phone
845-336-4444 ext. 3371
Business Services
845-336-4444 ext. 3137
Student Lending (CU Student Choice)
866-467-0595
Debit Card Member Service
866-820-8794
Debit Card Activation & PIN
866-985-2273
Debit Card Fraud (24/7)
888-918-7313
Debit Card Travel
866-820-3867
Credit Card Platinum Service
866-820-2951
Credit Card Signature Service
866-820-6035
Credit Card Activation
800-631-3197
TruStage Payment Protection
800-621-6323
WebsiteLearn more→

Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

Mid-Hudson Valley Federal Credit Union, P.O. Box 1429, Kingston, NY 12402

EARS Bank-by-Phone
845-336-4444 ext. 3371
Business Services
845-336-4444 ext. 3137
Student Lending (CU Student Choice)
866-467-0595
Debit Card Member Service
866-820-8794
Debit Card Activation & PIN
866-985-2273
Debit Card Fraud (24/7)
888-918-7313
Debit Card Travel
866-820-3867
Credit Card Platinum Service
866-820-2951
Credit Card Signature Service
866-820-6035
Credit Card Activation
800-631-3197
TruStage Payment Protection
800-621-6323
WebsiteLearn more→

Support Services (decedent account settlement) / Member Service Center

Phone845-336-4444
Toll-Free1-800-451-8373
Mailing Address

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)

WebsiteNotify online→
Verified Jul 2026

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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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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