Estate planning at Mission Fed
How to protect 11 Mission Fed accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Mission Fed's Member Services (no separate estate department; Trust & Will partnership for estate documents)
Member Services (Contact Center)
Mission Federal Credit Union, P.O. Box 919023, San Diego, CA 92191-9023
Member Services (no separate estate department; Trust & Will partnership for estate documents)
Member Services (deceased-member claims are handled in branch and by Member Services; there is no bereavement line)
Mission Federal Credit Union, P.O. Box 919023, San Diego, CA 92191-9023
Mission Fed offers 11 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Mission Fed serves San Diego County, California with 34 branch locations. Membership is open to anyone who lives, works, worships, or attends school in San Diego County. The Account Agreement is governed by California and federal law, and members agree that all litigation and arbitration is held in the County of San Diego. 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.
Mission Fed lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Mission Fed: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at Mission Fed.
View details →When someone dies
Death claim process
Contact Mission Fed's Member Services (no separate estate department; Trust & Will partnership for estate documents) to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Mission Fed's Member Services (no separate estate department; Trust & Will partnership for estate documents) at 1-800-500-6328.
Because Mission Fed 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 Mission Fed primary sources (16 pages reviewed). How we research.
Member Services (Contact Center)
Mission Federal Credit Union, P.O. Box 919023, San Diego, CA 92191-9023
Member Services (no separate estate department; Trust & Will partnership for estate documents)
Member Services (deceased-member claims are handled in branch and by Member Services; there is no bereavement line)
Mission Federal Credit Union, P.O. Box 919023, San Diego, CA 92191-9023
Estate planning articles
Learn how to protect your Mission Fed accounts and other assets with trusts, beneficiary designations, and estate planning documents.
