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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Quorum FCU→Preparing your estate

How to name beneficiaries and fund a trust at Quorum FCU

Covers 7 deposit, and 2 retirement accounts — beneficiaries can be managed online

Quorum FCU

Credit Union · Nationwide

quorumfcu.org→
Quorum FCU logo

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
001-914-641-3700
Home Equity Loans
877-909-2544
Mortgages
1-866-301-0137
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
001-914-641-3700
Home Equity Loans
877-909-2544
Mortgages
1-866-301-0137
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 at Quorum FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Quorum FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.

Quorum FCU offers 9 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.

QFlex Checking AccountBasic Savings AccountHighQ Savings AccountHighMarq Savings AccountMoney Management AccountTerm Savings Account (Share Certificate)Living Trust Account
1
Call Quorum Federal Credit Union at 800-874-5544 (or 914-641-3700), Monday through Friday, 8:30 a.m. - 7:00 p.m. ET
2
Request the correct beneficiary form; for IRA Savings or IRA Term accounts a separate IRA beneficiary form is required

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • The standard Designation of Beneficiary form cannot be used for IRA Savings or IRA Term accounts; a separate IRA beneficiary form is required (call 800-874-5544 to obtain it)
  • Social Security numbers are required for all beneficiaries
  • A copy of the primary member's driver's license must accompany the signed form
  • If no account suffix is indicated, the designation applies to all current accounts within the membership
  • On the member's death Quorum pays the balance to the surviving beneficiary/beneficiaries (equally if more than one survives); if none survive, the balance is paid to the estate
SimplyTrustSimplyTrust Editorial·Updated July 11, 2026

Sources

  • quorumfcu.org

Data sourced from Quorum FCU primary sources (5 pages reviewed). How we research.

Download these Quorum FCU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Quorum FCU primary sources. Bring it to the branch or keep it beside the phone.

Quorum FCU

Credit Union · Nationwide

quorumfcu.org→
Quorum FCU logo

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
001-914-641-3700
Home Equity Loans
877-909-2544
Mortgages
1-866-301-0137
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
001-914-641-3700
Home Equity Loans
877-909-2544
Mortgages
1-866-301-0137
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.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Quorum FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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