Estate planning and settlement at Redwood CU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-479-7928
Redwood CU offers 15 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Redwood CU rCU serves Members throughout Sonoma, Marin, Napa, San Francisco, Mendocino, Lake, Contra Costa, and Solano counties from 23 locations in the North Bay and San Francisco. Its field of membership covers individuals who regularly live, work, or worship in those eight counties; businesses and other legal entities located there; immediate family members of existing Members; and individuals sharing the same physical address as an existing Member. Administrative offices are in Santa Rosa and Napa. Members can use RCU ATMs and 30,000 CO-OP ATMs nationwide. 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 Redwood CU can be managed in branch and by mail, typically taking 30-minute branch appointment. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Redwood CU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Redwood CU.
Preparing your estate →Death claim process
Report the death to Redwood CU's Account Services at 1-800-479-7928. The page lists the steps and the documents to send.
When someone dies →Redwood CU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
- redwoodcu.org
- static.redwoodcu.org
- appointment.redwoodcu.org
- courts.ca.gov
- leginfo.legislature.ca.gov
- mapping.ncua.gov
Data sourced from Redwood CU primary sources (37 pages reviewed). How we research.
Redwood CU customer support
RCU Member Service Center
Phone
Text messaging
Redwood Wealth Management (local)
Hours
Mailing address
Website
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