Estate planning at Navy Federal
How to protect 20 Navy Federal accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Navy Federal's Navy Federal Investment Services (NFIS) - Trust, Will and Estate Management
Member and Account Services
Navy Federal Credit Union, PO Box 3000, Merrifield, VA 22119-3000
Navy Federal Investment Services (NFIS) - Trust, Will and Estate Management
Survivor Support
Navy Federal Credit Union, Attn: Survivor Support, PO Box 3002, Merrifield, VA 22116-9887
How your Navy Federal accounts transfer at death depends on how each one is set up. As a membership-based credit union, Navy Federal serves the military community nationwide and at overseas installations. Membership eligibility is required to hold an account, and it also governs whether a trust or an estate can hold funds at the credit union. From overseas, the contact center is reachable by collect call at 1-703-255-8837. With 20 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary designations at Navy Federal can be managed online, in branch, by mail, and by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Navy Federal provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 20 account types at Navy Federal.
View details →When someone dies
Death claim process
Contact Navy Federal's Navy Federal Investment Services (NFIS) - Trust, Will and Estate Management to file a claim. 6-step process, 6 required documents, and contact information for survivors.
View details →Navy Federal's Navy Federal Investment Services (NFIS) - Trust, Will and Estate Management can answer questions about beneficiaries, trusts, or death claims at 1-877-221-8108.
Sources
Data sourced from Navy Federal primary sources (19 pages reviewed). How we research.
Member and Account Services
Navy Federal Credit Union, PO Box 3000, Merrifield, VA 22119-3000
Navy Federal Investment Services (NFIS) - Trust, Will and Estate Management
Survivor Support
Navy Federal Credit Union, Attn: Survivor Support, PO Box 3002, Merrifield, VA 22116-9887
Estate planning articles
Learn how to protect your Navy Federal accounts and other assets with trusts, beneficiary designations, and estate planning documents.
