How to name beneficiaries and fund a trust at Rogue Credit Union
Covers 8 deposit, 2 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
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 at Rogue Credit Union means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Rogue Credit Union 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.
With 13 product types, Rogue Credit Union offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
Regular CheckingSuper CheckingMyRewards CheckingRegular SavingsOwnership AccountMoney Market AccountMyMoney Market AccountCertificate (Share Certificate)
1
Visit any Rogue Credit Union branch with a valid government-issued photo ID
2
Request to add or update beneficiary designations on your accounts
3
Provide beneficiary information:
- For deposit accounts: request POD (Payable on Death) designation with beneficiary full legal name, date of birth, Social Security number, and relationship
- For IRA accounts: complete the IRA Beneficiary Designation form with primary and contingent beneficiary sections
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
- POD designation specifies that upon death of the last joint owner, funds are payable to the named and surviving POD beneficiary as designated on the POD card
- If more than one POD payee is named, each receives an equal share unless otherwise designated
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.
