How to name beneficiaries and fund a trust at Santa Fe FCU
Covers 5 deposit, and 1 retirement accounts — beneficiaries must be updated in-branch
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
Estate planning at Santa Fe FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Santa Fe FCU 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.
Santa Fe FCU offers 6 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations are available on deposit accounts (checking, savings, and share certificates)
- A Traditional IRA uses a separate IRA beneficiary designation form
- Joint account owners hold the account with right of survivorship
- A trust can be named as a POD beneficiary on eligible deposit accounts
Sources
Data sourced from Santa Fe FCU primary sources (8 pages reviewed). How we research.
Download these Santa Fe FCU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Santa Fe FCU primary sources. Bring it to the branch or keep it beside the phone.
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
Member Services
Santa Fe Federal Credit Union, P.O. Box 15088, Amarillo, TX 79105-5088
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