Estate planning at Security Service FCU

Security Service FCU offers 15 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Security Service FCU headquartered at 15000 IH 10 West, San Antonio, TX 78249. Operates 70 branch locations across Texas, Colorado, and Utah. Serves over 779,000 members with approximately $13.5 billion in assets. The 2nd largest credit union in Texas and 5th largest in the United States. More than 2,400 ways to qualify for membership. Originally a military credit union; now open to anyone who lives, works, worships, attends school, volunteers, or has a business in TX, CO, or UT. Family and household members of current members also eligible. Access to 5,000+ shared branching locations and 35,000+ ATMs nationwide through Co-Op Financial Services. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.

Managing beneficiaries at Security Service FCU is straightforward—changes can be made online, in branch, by mail, and by phone, typically taking 10-15 minutes online; 15-30 minutes at branch; 1-2 weeks by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.

Frequently asked questions