Estate planning and settlement at Orange County's CU
Fund a trust by phone and report a death at 1-888-354-6228 ext. 7250
How your Orange County's CU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Orange County's CU operates 11 branch locations in Southern California: Anaheim, Chino, Downtown Santa Ana, Fullerton, Huntington Beach, Irvine, Lake Forest, Long Beach, Mission Viejo, Santa Ana (St. Andrew Place), and Yorba Linda. Membership is generally available to (a) immediate family or household members of current Members, (b) employees and retirees of Select Employer Groups, (c) American Consumer Council members, or (d) Community Impact Fund members; a $1 Par Value Share Account is required to establish and maintain membership. Members have surcharge-free access to CO-OP Network ATMs. Headquartered in Santa Ana, CA. With 12 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary management at Orange County's CU is handled through direct contact. The Orange County's Wealth Management coordinates these changes.
Orange County's CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 12 account types at Orange County's CU.
Preparing your estate →Death claim process
Report the death to Orange County's CU's Member Operations Department at 1-888-354-6228 ext. 7250. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Orange County's CU's Orange County's Wealth Management at 1-888-354-6228 ext. 7599.
Because Orange County's CU 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 Orange County's CU primary sources (32 pages reviewed). How we research.
Orange County's CU customer support
Member Service and Loans
Phone
Member Service and Loans (local)
Mortgage Loans
Mortgage Loan Servicing Center
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Estate planning articles
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