What to do when a SchoolsFirst FCU account holder dies

Processing timelines at SchoolsFirst FCU: Varies based on account type, complexity, and documentation provided. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

SchoolsFirst FCU requires several documents to process a claim, including Certified death certificate, Government-issued ID for beneficiary or claimant, and Letters Testamentary or Letters of Administration (if no POD or trust), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

SchoolsFirst FCU's Death Claims can be reached by phone at 1-800-462-8328 and fax at (714) 258-4366 for questions throughout the claims process.

Multiple SchoolsFirst FCU accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Death Claims to confirm what applies.