Estate planning at Redwood CU
How to protect 15 Redwood CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
RCU Member Service Center
Redwood Credit Union, P.O. Box 6104, Santa Rosa, CA 95406
RCU Member Service Center
Redwood Credit Union, P.O. Box 6104, Santa Rosa, CA 95406
Member Service Center / Account Services (deceased member accounts)
Redwood Credit Union, Attn: Account Services, PO Box 6104, Santa Rosa, CA 95406
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 serves over 525,000 members through 23 locations across Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Solano, and Contra Costa counties in Northern California. Membership open to anyone who lives, works, or owns a business in these eight counties, or is an immediate family member of a current RCU member. Administrative offices in Santa Rosa and Napa, CA. Over 995 employees. Members can also access accounts through over 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, by mail, and by phone, typically taking 15-30 minutes in branch. 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.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Redwood CU.
View details →When someone dies
Death claim process
11-step process, 8 required documents, and contact information for survivors.
View details →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
Data sourced from Redwood CU primary sources (27 pages reviewed). How we research.
RCU Member Service Center
Redwood Credit Union, P.O. Box 6104, Santa Rosa, CA 95406
RCU Member Service Center
Redwood Credit Union, P.O. Box 6104, Santa Rosa, CA 95406
Member Service Center / Account Services (deceased member accounts)
Redwood Credit Union, Attn: Account Services, PO Box 6104, Santa Rosa, CA 95406
Estate planning articles
Learn how to protect your Redwood CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
