Estate planning at Trumark
How to protect 20 Trumark accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Service Center
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteLearn more→
Member Service Center
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteLearn more→
Member Service Center (Death Claims)
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteNotify online→
Verified May 2026
Trumark offers 20 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. Branch network across Southeastern Pennsylvania serving Bucks, Chester, Delaware, Montgomery, and Philadelphia counties. Membership is open to anyone who lives, works, worships, volunteers, or attends school in those counties, and to family members of current members. 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.
Trumark lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Trumark provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 20 account types at Trumark.
View details →When someone dies
Death claim process
3-step process, 5 required documents, and contact information for survivors.
View details →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
IRA beneficiaries are designated at account opening and can be updated at any time by submitting a new beneficiary designation form. Call the Member Service Center at 1-877-878-6275 or visit any branch to request the form. Both individuals and trusts may be named as IRA beneficiaries. Traditional and Roth IRAs are offered as variable-rate share IRAs or as fixed-rate IRA certificates.
Trumark offers advisory services through Trumark Wealth Advisors, provided through LPL Financial (member FINRA/SIPC). Services include retirement, investment, education, and wealth transfer / legacy planning. Trumark does not draft estate planning documents; an outside attorney is required for wills, trusts, and powers of attorney. Non-deposit investment products are not NCUA insured, not credit union guaranteed, and may lose value.
Yes. Trumark accepts revocable living trusts and irrevocable trusts as account owners on deposit accounts. To retitle an existing account or open a new trust-titled account, schedule an appointment at any branch and bring the complete trust document or Certificate of Trust, government-issued photo ID for each trustee, and the trust EIN from the IRS. IRA accounts cannot be retitled to a trust, but a trust may be named as the IRA beneficiary.
Sources
Data sourced from Trumark primary sources (13 pages reviewed). How we research.
Member Service Center
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteLearn more→
Member Service Center
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteLearn more→
Member Service Center (Death Claims)
Phone215-953-5353
Toll-Free1-877-878-6275
Mailing Address
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Trumark accounts and other assets with trusts, beneficiary designations, and estate planning documents.
