Estate planning and settlement at SECU Maryland
Name beneficiaries in branch and report a death at 1-855-308-1237
How your SECU Maryland accounts transfer at death depends on how each one is set up. As a membership-based credit union, SECU Maryland all 23 financial centers on the locations page are in Maryland, from Salisbury to LaVale; the Virtual Financial Center serves members by video. Field of membership (distinct from the branch footprint): eligibility runs through employers (current or past), colleges and universities, Maryland state agencies and other organizations, family members, or a one-time donation to the SECU MD Foundation; SECU describes "more than 2,100 ways to join." Membership continues for life as long as the member keeps at least a $10 balance in the Share Savings account, even after a move out of state. With 9 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary changes at SECU Maryland can be made in branch.
SECU Maryland has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 9 account types at SECU Maryland.
Preparing your estate →Death claim process
Report the death to SECU Maryland's Operations Department - Decedent Claims at 1-855-308-1237. The page lists the steps and the documents to send.
When someone dies →SECU Maryland is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from SECU Maryland primary sources (26 pages reviewed). How we research.
SECU Maryland customer support
Phone
Toll-free
Bank-by-Phone
Bank-by-Phone (Toll-Free)
SECU Financial Partners (Investments)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your SECU Maryland accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
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