How to name beneficiaries and fund a trust at Security Service FCU
Covers 10 deposit, and 5 retirement accounts — beneficiaries can be managed online
Security Service FCU, P.O. Box 691510, San Antonio, TX 78269-1510
Security Service FCU, P.O. Box 691510, San Antonio, TX 78269-1510
Survivor Assistance
Security Service Federal Credit Union, Attn: Account Services Survivor Assistance, P.O. Box 691510, San Antonio, TX 78269-1510
Estate planning at Security Service FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Security Service 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.
With 15 product types, Security Service FCU offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
- For deposit accounts: select "Pay-on-Death Beneficiaries" to update POD beneficiaries via DocuSign
- For IRA accounts: select "IRA Beneficiary Designation" and complete the form
- For Coverdell ESA: select "CESA Death Beneficiary Designation"
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designation available for all deposit accounts (checking, savings, money market, certificates)
- IRA beneficiaries require a separate IRA Beneficiary Designation form
- Coverdell ESA beneficiaries require the CESA Death Beneficiary Designation form
- POD form available online via DocuSign for immediate submission
- Beneficiary does not need to be present or be an SSFCU member
- Additional NCUA insurance coverage available with multiple POD beneficiaries (up to $250,000 per beneficiary)
Sources
Data sourced from Security Service FCU primary sources (25 pages reviewed). How we research.
Download these Security Service FCU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Security Service FCU primary sources. Bring it to the branch or keep it beside the phone.
Security Service FCU, P.O. Box 691510, San Antonio, TX 78269-1510
Security Service FCU, P.O. Box 691510, San Antonio, TX 78269-1510
Survivor Assistance
Security Service Federal Credit Union, Attn: Account Services Survivor Assistance, P.O. Box 691510, San Antonio, TX 78269-1510
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