Estate planning at Sikorsky FCU
How to protect 21 Sikorsky FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone(203) 377-2252
Toll-Free1-888-753-5553
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteLearn more→
Phone(203) 377-2252
Toll-Free1-888-753-5553
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteLearn more→
Member Services
Phone(203) 377-2252
Toll-Free1-888-753-5553
Fax(203) 378-4787
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteNotify online→
Verified Jul 2026
Sikorsky FCU is a credit union offering 21 accounts that interact with estate planning in different ways. As a membership-based credit union, Sikorsky FCU membership open to anyone who lives, works, worships, or volunteers in Fairfield, New Haven, or Hartford counties in Connecticut. Immediate family members of existing members are also eligible. Join by opening a Member Savings account with a $5 minimum deposit. Nine branches as of early 2026: Stratford (2 locations including headquarters at 1000 Oronoque Lane), Bridgeport (2 locations — the Sikorsky Aircraft facility branch is restricted to Sikorsky Aircraft employees), Milford, Shelton, Trumbull, Seymour, and Brookfield. A tenth branch at 1643 Post Road, Fairfield is anticipated to open in 2026. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary changes at Sikorsky FCU can be made in branch and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Sikorsky FCU: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at Sikorsky FCU.
View details →When someone dies
Death claim process
4-step process, 5 required documents, and contact information for survivors.
View details →Sikorsky FCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Anyone who lives, works, worships, or volunteers in Fairfield, New Haven, or Hartford counties in Connecticut can join Sikorsky Credit Union. Immediate family members of existing members are also eligible. Join by opening a Member Savings account with a $5 minimum deposit at any of the nine branch locations.
Sikorsky Credit Union provides investment and retirement planning services through LPL Financial, a registered broker-dealer and FINRA/SIPC member. Services include education planning, retirement planning, portfolio management, and financial planning consultations. These accounts have separate beneficiary and TOD designation procedures managed through LPL.
To earn full rewards on Kasasa Cash or Kasasa Cash Back checking, you must make at least 12 debit card purchases per monthly qualification cycle, log in to online banking, and be enrolled in e-Statements. Kasasa Cash pays 4.00% APY on balances up to $25,000 (0.50% on balances above $25,000); Kasasa Cash Back pays 4.00% cash back on up to $300 in debit card purchases per month (maximum $12.00 cash back per cycle). ATM fee refunds up to $25 per month ($4.99 max per single transaction) when qualified. If qualifications are not met in a given cycle, the base dividend rate applies. A companion Kasasa Saver account can automatically receive your checking rewards.
Yes. Checking, savings, money market, and share certificate accounts can be retitled to trust ownership by visiting any Sikorsky Credit Union branch with the trust document or Certificate of Trust, government-issued ID for all trustees, and the trust EIN if applicable. Because deposit accounts at Sikorsky CU do not accept trusts as POD beneficiaries, retitling to trust ownership is the method for including these accounts in a living trust. Call Member Solutions at (203) 377-2252 or (888) 753-5553 to confirm what documentation is needed before your visit.
Yes. IRA accounts (Traditional IRA, Roth IRA, and IRA Share Certificate) allow a trust to be named as beneficiary using the IRA Beneficiary Form. Deposit accounts (checking, savings, money market, certificates) use a separate POD Beneficiary Designation Form, but that form accepts only natural persons — not trusts — as POD beneficiaries. To direct deposit account funds to a trust, retitle the account to trust ownership instead. Contact Member Solutions at (203) 377-2252 for the current IRA Beneficiary Form.
Sources
Data sourced from Sikorsky FCU primary sources (29 pages reviewed). How we research.
Phone(203) 377-2252
Toll-Free1-888-753-5553
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteLearn more→
Phone(203) 377-2252
Toll-Free1-888-753-5553
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteLearn more→
Member Services
Phone(203) 377-2252
Toll-Free1-888-753-5553
Fax(203) 378-4787
Mailing Address
Sikorsky Credit Union, 1000 Oronoque Lane, Stratford, CT 06614
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Sikorsky FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
