Estate planning and settlement at Truliant FCU
Name beneficiaries in branch and report a death at 1-800-822-0382
Truliant FCU is a credit union offering 18 accounts that interact with estate planning in different ways. As a membership-based credit union, Truliant FCU headquartered at 3200 Truliant Way, Winston-Salem, NC 27103. Truliant's branch list names branches in North Carolina, South Carolina (Boiling Springs, Easley, Greenville, Greer, Mauldin) and Virginia (Radford, Wytheville). Membership (https://www.truliantfcu.org/bank/become-a-member) is open to residents of any U.S. state through a free American Consumer Council association membership; to people who live, work, worship or attend school in a county near a branch; to immediate family or household members of a current member; and to employees of partner companies. Membership requires a Membership Savings account with a $5 deposit. 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 Truliant FCU can be made in branch and by phone.
Truliant FCU 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, and review 18 account types at Truliant FCU.
Preparing your estate →Death claim process
Report the death to Truliant FCU's Member Services at 1-800-822-0382. The page lists the steps and the documents to send.
When someone dies →Truliant FCU 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
Truliant's Specialty Accounts page lists "Revocable Trust – use SSN / TIN" and "Irrevocable – TIN only," so the page does not require a separate EIN for a revocable trust account, while an irrevocable trust account needs a TIN. Both kinds of trust account also require the Certificate of Trust or the trust document and Truliant's own Certificate of Trust Affidavit. Truliant directs trust-account questions to an appointment, a branch, or Member Services at (800) 822-0382.
Sources
Data sourced from Truliant FCU primary sources (26 pages reviewed). How we research.
Truliant FCU customer support
Member Services
Phone
Loan payoff
International
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Truliant FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
