Estate planning at Quorum FCU
How to protect 9 Quorum FCU accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Member Services
Phone914-641-3700
Toll-Free1-800-874-5544
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 113, Purchase, NY 10577
International
Home Equity Loans
Mortgages
WebsiteLearn more→
Member Services
Phone914-641-3700
Toll-Free1-800-874-5544
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 113, Purchase, NY 10577
International
Home Equity Loans
Mortgages
WebsiteLearn more→
Operations
Phone914-641-3700
Toll-Free1-800-874-5544
Fax914-641-3730
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 411, Purchase, NY 10577, Attention: Operations
WebsiteNotify online→
Verified Jul 2026
Quorum FCU offers 9 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Quorum FCU digital-first credit union with no retail branch network; accounts are opened and serviced online, by phone (800-874-5544), and through shared-branch and ATM networks. Headquartered at 2500 Westchester Avenue, Purchase, NY 10577. Membership is nationwide: eligibility comes from affiliation with a Select Employee Group (60+ partner companies including Kraft Heinz, Mastercard, Mondelez International, Ogilvy, and Hitachi), family relationship to an existing member, or free membership in the American Consumer Council, which qualifies applicants in any state. Membership is retained for life once established. NCUA insured. 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.
Beneficiary designations at Quorum FCU can be managed online, by mail, and by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Quorum FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 9 account types at Quorum FCU.
View details →When someone dies
Death claim process
4-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Complete Quorum's Designation of Beneficiary Form (MB018_1213), available at quorumfcu.org. Choose New/Replace to revoke all prior designations or Add to supplement existing beneficiaries, then list each beneficiary with their name, address, date of birth, Social Security number, relationship, and percentage share. Enclose a copy of the primary member's driver's license and return the signed form by mail to Quorum, Attention: Operations, or by fax to (914) 641-3730. After the form is on file you can view and manage beneficiaries in online banking. This form cannot be used for IRA accounts.
The standard Designation of Beneficiary form cannot be used for IRA Savings or IRA Term accounts. Call Quorum at 800-874-5544 or 914-641-3700, Monday through Friday, 8:30 a.m. - 7:00 p.m. ET, to obtain the separate IRA beneficiary form. A trust can be named as an IRA beneficiary, which may affect how distributions are taxed.
Yes. Quorum offers a Living Trust Account, and existing deposit accounts can be retitled into a revocable living trust. Because Quorum has no retail branches, the process is handled by phone and mail with the Operations department; call 800-874-5544 to request the documentation, which typically includes the trust agreement or a certification of trust, trustee identification, and the trust's Tax ID Number. Quorum notes that the member is responsible for obtaining legal counsel regarding the trust.
Membership is open through affiliation with one of Quorum's Select Employee Groups (partner companies include Kraft Heinz, Mastercard, Mondelez International, Ogilvy, and Hitachi), through a family relationship to an existing member, or free of charge by joining the American Consumer Council, which extends eligibility nationwide. Membership is free and is retained for life once established, even if employment with a partner company ends.
Quorum is a digital-first credit union with no retail branch network; accounts are opened and serviced online, by phone, and through shared-branch and ATM networks. Member services can be reached at 800-874-5544 (914-641-3700 locally, 001-914-641-3700 internationally), Monday through Friday, 8:30 a.m. - 7:00 p.m. ET. The corporate office is at 2500 Westchester Avenue, Purchase, NY 10577.
Sources
Data sourced from Quorum FCU primary sources (5 pages reviewed). How we research.
Member Services
Phone914-641-3700
Toll-Free1-800-874-5544
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 113, Purchase, NY 10577
International
Home Equity Loans
Mortgages
WebsiteLearn more→
Member Services
Phone914-641-3700
Toll-Free1-800-874-5544
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 113, Purchase, NY 10577
International
Home Equity Loans
Mortgages
WebsiteLearn more→
Operations
Phone914-641-3700
Toll-Free1-800-874-5544
Fax914-641-3730
Mailing Address
Quorum Federal Credit Union, 2500 Westchester Avenue, Suite 411, Purchase, NY 10577, Attention: Operations
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Quorum FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
