How to name beneficiaries and fund a trust at Red Rocks CU
Covers 8 deposit, and 6 lending accounts — beneficiaries must be updated in-branch
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Estate planning at Red Rocks CU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Red Rocks CU 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.
Red Rocks CU offers 14 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.
- Full legal name, date of birth, Social Security number, and relationship for each beneficiary
- Allocation percentages if naming multiple beneficiaries
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations may require a copy of the Certification of Trust
- Beneficiary designation forms are not available online; contact the branch or call 303.471.7625
- No dedicated online portal for beneficiary changes; changes require an in-branch visit or phone call
Sources
Data sourced from Red Rocks CU primary sources (18 pages reviewed). How we research.
Download these Red Rocks CU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Red Rocks CU primary sources. Bring it to the branch or keep it beside the phone.
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Member Services
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
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