Estate planning and settlement at New England FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-400-8790
New England FCU operates under a new nameRebranded, effective September 2024
New England Federal Credit Union merged with Vermont State Employees Credit Union effective January 1, 2023, and the combined credit union introduced the EastRise Credit Union name on September 19, 2024. EastRise states that account numbers remain the same and that NEFCU- and VSECU-branded checks and cards continue to work; nefcu.com redirects to eastrise.com. All contacts and procedures on this page are EastRise's.
New England FCU offers 20 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, New England FCU all branches are in Vermont (Bennington, Berlin, Brattleboro, Burlington, Colchester Service Center, Essex Junction, Montpelier, Rutland, South Burlington, St. Albans, St. Johnsbury and others — https://www.eastrise.com/locations/). The field of membership is broader than the branch footprint: bylaws Article II, Section 5 includes employees and voting members of the American Consumer Council (EastRise states that a complimentary ACC membership is the easiest way to join and covers the first-year ACC fee), persons who live, work, worship, volunteer or attend school in the Michigan counties of Macomb, Oakland, Washtenaw and Wayne (added with the Health One Credit Union purchase and assumption), IBM employees in Maine, Massachusetts, New Hampshire, Rhode Island, Vermont and Hartford or Litchfield Counties in Connecticut, listed Vermont employers and organizations, and immediate family or household members of members. Membership requires a $5 deposit (par value of one share). Members can also transact at over 5,000 shared-branch locations and nearly 30,000 fee-free CO-OP 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.
New England FCU lets account holders update beneficiary designations in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
New England 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 20 account types at New England FCU.
Preparing your estate →Death claim process
Report the death to New England FCU's EastRise Credit Union at 1-800-400-8790. The page lists the steps and the documents to send.
When someone dies →Because New England FCU 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 New England FCU primary sources (29 pages reviewed). How we research.
New England FCU customer support
EastRise Credit Union
Phone
Toll-free
Mailing address
Website
Estate planning articles
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