Estate planning and settlement at PSECU
Name beneficiaries by mail, fund a trust by mail, and report a death at 1-800-237-7328 ext. 3120
How your PSECU accounts transfer at death depends on how each one is set up. As a membership-based credit union, PSECU membership routes listed on psecu.com/join: living with, or being related to, a PSECU member; affiliation with one of the Pennsylvania colleges or universities PSECU works with; working for one of the 1,000+ Pennsylvania employers PSECU partners with; or joining, or already belonging to, the Pennsylvania Recreation and Parks Society or the Pennsylvania Consumer Council. In-person locations: Lemoyne (1249 Market Street), Cameron Street (One Innovation Way, Harrisburg), and the State College service center (502 E. College Avenue), each open Monday-Friday 9 a.m. to 4 p.m. ET. The State College service center does not process cash transactions. With 10 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary designations at PSECU can be managed by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
PSECU 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 fund a trust by mail, and review 10 account types at PSECU.
Preparing your estate →Death claim process
Report the death to PSECU's Decedent Department at 1-800-237-7328 ext. 3120. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact PSECU's Application Processing Department at 1-800-237-7328 ext. 3133. Email inquiries can be sent to applicationp@psecu.com.
Because PSECU 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 PSECU primary sources (23 pages reviewed). How we research.
PSECU customer support
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Lost/Stolen Card, International (not toll-free)
Card PIN Reset
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Corporate Headquarters / Overnight Delivery
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Estate planning articles
Learn how to protect your PSECU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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