Estate planning and settlement at Trumark
Name beneficiaries in branch and report a death at 1-877-878-6275
Trumark offers 26 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Trumark headquartered at 335 Commerce Drive, Fort Washington, PA 19034. Branches across Southeastern Pennsylvania. Under the Membership and Account Agreement, a person may be eligible to join if they live, work, worship, attend school, volunteer, or participate in an association in the Pennsylvania counties of Philadelphia, Delaware, Chester, Bucks, or Montgomery, or are a family member of a credit union member. 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.
Account holders can update their beneficiary designations at Trumark in branch.
Trumark provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 26 account types at Trumark.
Preparing your estate →Death claim process
Report the death to Trumark's Member Service Center at 1-877-878-6275. The page lists the steps and the documents to send.
When someone dies →Trumark 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
No. The tentative trust account names a beneficiary while the owner keeps full access and control during life; the beneficiary takes only after all persons who created the account have died. An account held by a trust is different: Trumark's Membership and Account Agreement allows an account to be opened and maintained by a person named as trustee under a written trust agreement, and says that by merely opening such an account Trumark is not acting as trustee and does not undertake any obligation to monitor or enforce the terms of the trust. Trumark publishes no document list for trust-owned accounts.
Sources
Data sourced from Trumark primary sources (34 pages reviewed). How we research.
Trumark customer support
Member Service Center / Digital Branch
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Toll-free
Digital Branch text chat
Visa Support
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Mailing address
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Estate planning articles
Learn how to protect your Trumark 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.
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