Estate planning at Travis CU
How to protect 16 Travis CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Travis CU's Travis Credit Union Member Services
Travis Credit Union Member Services
Phone(707) 449-4000
Mailing Address
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Toll-Free
Call 24 Automated Phone Banking
WebsiteLearn more→
Travis Credit Union Member Services
Phone(707) 449-4000
EmailMSAdmin@Traviscu.org
Fax(707) 469-1951
Mailing Address
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Toll-Free
Verified Apr 2026
Travis CU is a credit union offering 16 accounts that interact with estate planning in different ways. As a membership-based credit union, Travis CU serves members across 12 Northern California counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. Headquartered in Vacaville, CA. Access to over 30,000 CO-OP Network ATMs nationwide. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
At Travis CU, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Travis CU 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 16 account types at Travis CU.
View details →When someone dies
Death claim process
Contact Travis CU's Travis Credit Union Member Services to file a claim. 6-step process, 5 required documents, and contact information for survivors.
View details →Travis CU's Travis Credit Union Member Services can answer questions about beneficiaries, trusts, or death claims at (707) 449-4000.
Travis CU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Travis Credit Union offers several fiduciary account types relevant to estate settlement: Executor/Administrator Estate Accounts (for estates exceeding $208,850, requiring court-issued Letters and an EIN), Conservatorship Accounts (for court-appointed conservators), and Guardianship Accounts (for court-appointed guardians of minors). Executor/Administrator Estate Accounts are restricted to check-writing only with no online banking, Call 24, or ATM/debit card access.
Yes. Travis Credit Union accepts trust accounts for deposit products including checking, savings, money market, and certificates. You will need to visit a branch with your trust agreement or Certificate of Trust, government-issued photo ID for all trustees, and the trust Tax Identification Number (EIN) if applicable. IRA accounts cannot be retitled to a trust, but a trust can be named as IRA beneficiary. The credit union publishes a trust accounts brochure (TCU-1071) with detailed procedures.
Sources
Data sourced from Travis CU primary sources (16 pages reviewed). How we research.
Travis Credit Union Member Services
Phone(707) 449-4000
Mailing Address
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Toll-Free
Call 24 Automated Phone Banking
WebsiteLearn more→
Travis Credit Union Member Services
Phone(707) 449-4000
EmailMSAdmin@Traviscu.org
Fax(707) 469-1951
Mailing Address
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Toll-Free
Verified Apr 2026
Estate planning articles
Learn how to protect your Travis CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
