Estate planning at Rogue Credit Union
How to protect 13 Rogue Credit Union accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Rogue Credit Union's Rogue Investment Services
Phone1-800-856-7328
Mailing Address
Rogue Credit Union, Attn: Internal Support, P.O. Box 4550, Medford, OR 97501
24/7 Phone Banking
WebsiteLearn more→
Member Services / Internal Support
Phone1-800-856-7328
Mailing Address
Rogue Credit Union, Attn: Internal Support, P.O. Box 4550, Medford, OR 97501
WebsiteNotify online→
Verified May 2026
Rogue Credit Union is a credit union offering 13 accounts that interact with estate planning in different ways. As a membership-based credit union, Rogue Credit Union membership open to anyone who lives, works, worships, or attends school in select Oregon, Idaho, and California counties. Operates branches throughout Southern Oregon (Medford, Ashland, Central Point, Eagle Point, Grants Pass, Klamath Falls, Harbor, Brookings, Gold Beach, Port Orford, Bandon) and, following the 2026 merger with Members 1st Credit Union, in Northern California (Redding, Anderson, Chico) serving Butte, Glenn, Shasta, and Tehama counties. Also serves western Idaho. Headquartered in Medford, OR. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary designations at Rogue Credit Union can be managed in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Rogue Credit Union has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Rogue Credit Union.
View details →When someone dies
Death claim process
Contact Rogue Credit Union's Rogue Investment Services to file a claim. 4-step process, 7 required documents, and contact information for survivors.
View details →Reach Rogue Credit Union's Rogue Investment Services at 1-800-856-7328 for help with any of these procedures.
Because Rogue Credit Union serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Rogue Credit Union accepts both revocable and irrevocable trust accounts for checking, savings, money market, and certificate accounts. Visit a local branch with your Certification of Trust (or full trust agreement), trustee identification, and the trust Tax Identification Number. Existing accounts can also be retitled to a trust.
Yes. Existing deposit accounts (checking, savings, money market, certificates) can be retitled to your revocable living trust. Visit a Rogue Credit Union branch with your Certification of Trust and trustee identification. IRA accounts cannot be retitled to a trust.
Yes. Rogue Investment Services offers estate planning consultation. Securities and advisory services are provided through LPL Financial (member FINRA/SIPC), a registered broker-dealer and investment advisor. Services include trust planning, retirement income strategy, and wealth transfer planning. Contact a local branch or call 800-856-7328 to connect with an advisor. Investment products are not NCUA insured and may lose value.
Regular Checking has no minimum balance and provides basic checking features. Super Checking earns dividends and is designed for members with higher balances ($1,000 minimum to avoid a service fee). MyRewards Checking earns 3% APY on the first $1,000, includes access to a high-yield MyMoney Market account and Double Save the Change, but requires a $1,000 monthly deposit, 10 qualifying transactions, and paperless statements to waive the $10 monthly fee.
Sources
Data sourced from Rogue Credit Union primary sources (17 pages reviewed). How we research.
Phone1-800-856-7328
Mailing Address
Rogue Credit Union, Attn: Internal Support, P.O. Box 4550, Medford, OR 97501
24/7 Phone Banking
WebsiteLearn more→
Member Services / Internal Support
Phone1-800-856-7328
Mailing Address
Rogue Credit Union, Attn: Internal Support, P.O. Box 4550, Medford, OR 97501
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Rogue Credit Union accounts and other assets with trusts, beneficiary designations, and estate planning documents.
