Estate planning at Oregon State CU
How to protect 17 Oregon State CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
Contact Center (local)
Phone Access Teller (PAT)
WebsiteLearn more→
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
Contact Center (local)
Phone Access Teller (PAT)
WebsiteLearn more→
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
WebsiteNotify online→
Verified Jul 2026
Oregon State CU is a credit union offering 17 accounts that interact with estate planning in different ways. As a membership-based credit union, Oregon State CU operates 16 branch locations across Oregon. Membership is open to anyone living or working in Benton, Clackamas, Clatsop, Columbia, Coos, Crook, Curry, Deschutes, Douglas, Gilliam, Hood River, Jackson, Jefferson, Josephine, Klamath, Lane, Lincoln, Linn, Marion, Morrow, Multnomah, Polk, Sherman, Tillamook, Wasco, Washington, Wheeler, and Yamhill Counties in Oregon, and Clark or Skamania County in Washington. Headquartered in Corvallis, OR. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Managing beneficiaries at Oregon State CU is straightforward—changes can be made 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.
Oregon State CU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Oregon State CU.
View details →When someone dies
Death claim process
5-step process, 8 required documents, and contact information for survivors.
View details →Oregon State CU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Yes. Oregon State Credit Union accepts both revocable and irrevocable trust accounts for checking, savings, money market, and certificate accounts. Visit a local branch with your Certification of Trust (or full trust agreement), trustee identification, and the trust Tax Identification Number. Existing accounts can also be retitled to a trust without closing them. All trustees must be credit union members or eligible for membership.
Yes. Existing deposit accounts (checking, savings, money market, certificates) can be retitled to your revocable living trust. Visit an Oregon State Credit Union branch with your Certification of Trust and trustee identification. The process does not require closing and reopening the account if the same SSN or EIN is used. IRA accounts cannot be retitled to a trust.
Anyone who lives or works in 28 Oregon counties (including Benton, Clackamas, Lane, Linn, Marion, Multnomah, Polk, Washington, and Yamhill) or Clark and Skamania Counties in Washington is eligible for membership. Open a Basic Savings account with a $5 minimum deposit to become a member-owner.
Sources
Data sourced from Oregon State CU primary sources (27 pages reviewed). How we research.
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
Contact Center (local)
Phone Access Teller (PAT)
WebsiteLearn more→
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
Contact Center (local)
Phone Access Teller (PAT)
WebsiteLearn more→
Phone1-800-732-0173
Mailing Address
Oregon State Credit Union, P.O. Box 306, Corvallis, OR 97339-0306
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Oregon State CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
