Estate planning at Town & Country FCU
How to protect 21 Town & Country FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Services
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Member Services
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Member Services (no separate estate or bereavement department)
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Town & Country FCU offers 21 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Town & Country FCU headquartered at P.O. Box 9420, South Portland, ME 04116-9420. Six branch locations in Portland, South Portland, Scarborough, and Saco. Membership open to anyone who resides, works, attends school, or worships in Cumberland or York County, Maine, as well as family members of eligible individuals. Once a member, always a member regardless of relocation. 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.
At Town & Country FCU, beneficiary designations are managed in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Town & Country FCU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at Town & Country FCU.
View details →When someone dies
Death claim process
4-step process, 6 required documents, and contact information for survivors.
View details →Because Town & Country FCU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Town & Country FCU primary sources (19 pages reviewed). How we research.
Member Services
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Member Services
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Member Services (no separate estate or bereavement department)
Town & Country Federal Credit Union, P.O. Box 9420, South Portland, ME 04116-9420 (main office: 557 Main Street, South Portland, ME 04106)
Estate planning articles
Learn how to protect your Town & Country FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
