Estate planning and settlement at Philadelphia FCU
Name beneficiaries online, fund a trust in branch, and report a death at 1-215-934-3500
How your Philadelphia FCU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Philadelphia FCU membership is open to anyone who lives, works, studies, worships, or does business in Philadelphia or Columbia County, PA; to employees of PFCU's select employee groups, even if they do not live or work in Philadelphia or Columbia County; and to immediate family members of, or people living with, a current PFCU member. Membership is established by opening a Regular Savings account with a $5.00 refundable membership deposit. Branches: South Philadelphia (929 Snyder Ave), Northwest Philadelphia (6707 Germantown Ave), East Falls (4300 Ridge Ave), Northeast (12800 Townsend Rd, also the corporate mailing address), Northeast (8025 Roosevelt Blvd), Northeast (10650 Knights Rd), West Philadelphia (5000 Baltimore Ave), Fishtown (2136 E. Dauphin St), Center City 11th & Chestnut (1108 Chestnut St), Center City 16th & Arch (1600 Arch St), Temple University Student Center (13th St & Montgomery Ave), Glenside (259 S. Easton Rd), and Bloomsburg (1615 Columbia Blvd). With 14 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Philadelphia FCU handles beneficiary designations online. Accounts can also be retitled into a trust to keep them out of probate entirely.
Philadelphia FCU 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 manage beneficiaries online, fund a trust in-branch, and review 14 account types at Philadelphia FCU.
Preparing your estate →Death claim process
Report the death to Philadelphia FCU at 1-215-934-3500. The page lists the steps and the documents to send.
When someone dies →Philadelphia FCU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Philadelphia FCU primary sources (37 pages reviewed). How we research.
Philadelphia FCU customer support
Member Service
Phone
Outside of Philadelphia
Teller Phone (automated phone banking)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Philadelphia FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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