Estate planning and settlement at Premier America CU
Name beneficiaries online and report a death at 1-800-772-4000
Premier America CU offers 13 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Premier America CU branches in California: Burbank (two), Camarillo, Chatsworth, Granada Hills, Northridge (CSUN), Oxnard, Port Hueneme, Reseda, Santa Clarita, Santa Monica, Simi Valley (two), Thousand Oaks, Universal City, Ventura, Westlake Village and Woodland Hills (two). Branches in Texas: Houston (Westheimer, Jones Road, Oak Forest and Rankin) and Spring (Spring Cypress). Members also have access to over 30,000 surcharge-free 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.
Premier America CU lets account holders update beneficiary designations online. Trust funding options vary by account type—check with Premier America CU for specifics.
Premier America CU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 13 account types at Premier America CU.
Preparing your estate →Death claim process
Report the death to Premier America CU at 1-800-772-4000. The page lists the steps and the documents to send.
When someone dies →Premier America CU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Premier America CU primary sources (26 pages reviewed). How we research.
Premier America CU customer support
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Estate planning articles
Learn how to protect your Premier America CU 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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