How to name beneficiaries and fund a trust at One Nevada CU
Covers 8 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 South Mojave Road, Las Vegas, NV 89121
Lost/Stolen Credit Card
Bill Pay Support
24-Hour Service (Reno)
WebsiteLearn more→
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 South Mojave Road, Las Vegas, NV 89121
Lost/Stolen Credit Card
Bill Pay Support
24-Hour Service (Reno)
WebsiteLearn more→
Member Service Center / Estate Claims
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 S Mojave Rd, Las Vegas, NV 89121
Verified May 2026
Estate planning at One Nevada CU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because One Nevada CU 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.
One Nevada CU offers 10 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.
One CheckingOne Checking RewardsEssential CheckingPrimary SavingsSecondary SavingsMoney Market AccountCertificate of Deposit (CD)MyChecking2
1
Visit any One Nevada branch location
2
Bring required identification and beneficiary details:
- Government-issued photo ID
- Beneficiary information: full legal name, date of birth, Social Security number, and relationship
- For trusts as beneficiary: trust name, date of trust, and trust EIN
3
Request to add or update Payable on Death (POD) beneficiary designation
4
Specify percentage allocation if naming multiple beneficiaries
5
Sign the beneficiary designation form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD available for deposit accounts (checking, savings, money market, certificates)
- Separate beneficiary designations govern IRA and CD accounts; POD on primary savings does not apply to those accounts
- In the absence of a POD beneficiary on a certificate account, the POD designation on the primary savings account will govern
- Youth accounts (MyChecking2) are not eligible for POD designations
- Trusts can be named as POD beneficiaries on eligible deposit accounts
- NCUA coverage up to $250,000 per POD beneficiary
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 South Mojave Road, Las Vegas, NV 89121
Lost/Stolen Credit Card
Bill Pay Support
24-Hour Service (Reno)
WebsiteLearn more→
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 South Mojave Road, Las Vegas, NV 89121
Lost/Stolen Credit Card
Bill Pay Support
24-Hour Service (Reno)
WebsiteLearn more→
Member Service Center / Estate Claims
Phone1-800-388-3000
Mailing Address
One Nevada Credit Union, 2645 S Mojave Rd, Las Vegas, NV 89121
Verified May 2026
Estate planning articles
Learn how to protect your One Nevada CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
