Estate planning and settlement at Santa Fe FCU
Report a death at 1-800-733-2804
How your Santa Fe FCU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Santa Fe FCU branch offices: Amarillo Main Office (7600 Hillside Rd., Amarillo, TX 79119), Amarillo Downtown Office (1422 S. Harrison St., Amarillo, TX 79101), Borger Office (1051 Florida St, Borger, TX 79007), Pampa Office (1939 N Hobart St, Pampa, TX 79065), Lubbock Office (4210 50th St Suite E, Lubbock, TX 79413), and Albuquerque Office (7101 Jefferson St NE, Albuquerque, NM 87109). The credit union traces to credit unions formed by Santa Fe Railway employees and has no office in the city of Santa Fe, New Mexico. santafefcu.com publishes no field-of-membership definition. Joining requires a valid government-issued ID with a current address, a Social Security number, and a $5 initial deposit into a savings account. With 7 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary management at Santa Fe FCU is handled through direct contact.
Santa Fe FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 7 account types at Santa Fe FCU.
Preparing your estate →Death claim process
Report the death to Santa Fe FCU at 1-800-733-2804. The page lists the steps and the documents to send.
When someone dies →Because Santa Fe FCU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Santa Fe FCU primary sources (17 pages reviewed). How we research.
Santa Fe FCU customer support
Member Services
Phone
Amarillo Main Office and Amarillo Downtown Office
Albuquerque, NM Office
Borger, TX Office
Pampa, TX Office
Lubbock, TX Office
Lost or stolen card (after hours)
Mailing address
Website
Estate planning articles
Learn how to protect your Santa Fe FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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