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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Sikorsky FCU→Preparing your estate

How to name beneficiaries and fund a trust at Sikorsky FCU

Covers 10 deposit, 3 retirement, 1 investment, and 7 lending accounts — beneficiaries must be updated in-branch

Sikorsky FCU

Credit Union · Regional

sikorskycu.org→
Sikorsky FCU logo
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

The goal with your Sikorsky FCU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Sikorsky FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts without either one will require probate, which means court involvement and delays for your family.

Sikorsky FCU has 21 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.

Standard CheckingKasasa Cash CheckingKasasa Cash Back CheckingMember SavingsClub AccountsKasasa SaverCoverdell Education Savings AccountHealth Savings Account (HSA)Money Market SavingsShare Certificate
1
Visit any of Sikorsky Credit Union's nine Connecticut branches
2
Request the appropriate beneficiary form:
  • Payable on Death (POD) Beneficiary Designation Form for deposit accounts
  • IRA Beneficiary Form for retirement accounts
3
Complete the form with primary and/or contingent beneficiary information including name, relationship, date of birth, and allocation percentage
4
Submit the signed form to a member service representative

Special Requirements

  • POD beneficiaries on deposit accounts (checking, savings, money market, certificates) must be natural persons
  • To direct deposit account funds to a trust, retitle the account to trust ownership rather than naming the trust as POD beneficiary
  • IRA accounts use a separate beneficiary designation form and may allow trusts as beneficiaries
  • Beneficiary designations should be reviewed and updated after major life events
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • sikorskycu.org

Data sourced from Sikorsky FCU primary sources (29 pages reviewed). How we research.

Download these Sikorsky FCU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Sikorsky FCU primary sources. Bring it to the branch or keep it beside the phone.

Sikorsky FCU

Credit Union · Regional

sikorskycu.org→
Sikorsky FCU logo
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.

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Is this your situation?

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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