Estate planning and settlement at Star One
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-866-543-5202
Star One offers 14 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Star One field of membership: individuals who live in, regularly work in, work for employers located in, or attend school in Alameda, Merced, Monterey, San Benito, San Joaquin, San Mateo, Santa Clara, Santa Cruz, or Stanislaus County; employees of listed corporate partners; retirees of Lockheed Martin; immediate family members of current members; other members of a member's household; and Star One employees. Members maintain a $50 balance in the membership savings account. Branches: Cupertino (De Anza), San Jose (Stevens Creek, Blossom Hill), Saratoga (Big Basin), Sunnyvale (Enterprise), and Los Altos (San Antonio). 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.
Beneficiary changes at Star One can be made in branch and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Star One 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, fund a trust in-branch, and review 14 account types at Star One.
Preparing your estate →Death claim process
Report the death to Star One at 1-866-543-5202. The page lists the steps and the documents to send.
When someone dies →Star One operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Star One primary sources (34 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Star One accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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