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
Phone303.471.7625
Emailsupport@redrocks.org
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Lending Fax
General Services Fax
WebsiteLearn more→
Member Services
Phone303.471.7625
Emailsupport@redrocks.org
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Lending Fax
General Services Fax
WebsiteLearn more→
Member Services
Phone303.471.7625
Emailsupport@redrocks.org
Fax303.683.2204
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Verified Jul 2026
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.
Basic CheckingChoice CheckingPremium CheckingEmergency Savings AccountReverse Tier SavingsAdditional Savings AccountHigh-Yield Money Market SavingsCertificate of Deposit (CD)
1
Visit the Red Rocks Town Center branch at 9332 Dorchester St., Highlands Ranch, CO 80129 with a valid government-issued photo ID
2
Request to add or update POD (Payable on Death) beneficiary designations on your deposit accounts
3
Provide beneficiary information:
- Full legal name, date of birth, Social Security number, and relationship for each beneficiary
- Allocation percentages if naming multiple beneficiaries
4
Review and sign the updated account documentation
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
Phone303.471.7625
Emailsupport@redrocks.org
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Lending Fax
General Services Fax
WebsiteLearn more→
Member Services
Phone303.471.7625
Emailsupport@redrocks.org
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Lending Fax
General Services Fax
WebsiteLearn more→
Member Services
Phone303.471.7625
Emailsupport@redrocks.org
Fax303.683.2204
Mailing Address
Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120
Verified Jul 2026
Estate planning articles
Learn how to protect your Red Rocks CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
