What to do when a Trumark account holder dies
Contact Trumark — 3-step process, 5 required documents, and joint accounts transfer immediately. pod and ira beneficiary accounts are typically processed within 5-10 business days after receipt of all required documents. estate accounts that require probate documentation may take 30-90 days depending on court processing.
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
When a Trumark member passes away, the Member Service Center (Death Claims) handles the transition of accounts to beneficiaries or the estate. Accounts with Payable on Death designations or trust ownership transfer outside of probate, while solely-owned accounts may require Letters Testamentary or Letters of Administration from the probate court.
Trumark provides an online portal for initiating death claims, which can simplify the initial notification and document submission process. Claims can also be started by phone or by mailing the required documents.
Death claim process
Follow these steps to file a death claim with Trumark:
Filing a claim
1
Notify Trumark of the member's death
- Call the Member Service Center at 215-953-5353 or 1-877-878-6275
- Or visit any branch in person
- Provide the deceased member's name, account number (if known), and date of death
2
Submit required documentation
- Provide a certified copy of the death certificate
- For joint accounts, the surviving joint owner may continue using the account
- For POD accounts, the named beneficiary presents government-issued photo ID matching the designation
- For accounts without POD, the executor provides Letters Testamentary or Letters of Administration from the court
- For trust-titled accounts, provide trust documents and trustee identification
3
Distribution and account settlement
- Joint accounts: the surviving owner retains access immediately
- POD accounts: funds are distributed to the designated beneficiaries after verification
- IRA accounts: beneficiaries are notified and funds are distributed per the IRA beneficiary designation
- Accounts without POD or joint ownership: the executor may open an estate account to pay bills and distribute assets per the will or PA intestacy law
- TruStage insurance claims (life or AD&D) are filed separately through the TruStage claims process
Required Documents
- Certified copy of the death certificate
- Government-issued photo ID for each beneficiary, executor, or trustee
- Letters Testamentary or Letters of Administration (when the account has no POD designation or joint owner)
- Complete trust document or Certificate of Trust (when a trust is named beneficiary or is the account owner)
- Small estate affidavit (for estates that qualify under the Pennsylvania small estate threshold)
Contact Trumark as soon as possible after a death. For TruStage insurance claims (life, AD&D), file separately through the TruStage claims process. For investment accounts held through Trumark Wealth Advisors (LPL Financial), a separate death claim process applies through LPL.
Expected timelines at Trumark: Joint accounts transfer immediately. POD and IRA beneficiary accounts are typically processed within 5-10 business days after receipt of all required documents. Estate accounts that require probate documentation may take 30-90 days depending on court processing. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.
Documentation required by Trumark includes Certified copy of the death certificate, Government-issued photo ID for each beneficiary, executor, or trustee, and Letters Testamentary or Letters of Administration (when the account has no POD designation or joint owner), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
Call the Member Service Center at 1-877-878-6275 (1-877-TRUMARK) or visit any Trumark branch in the five-county Southeastern Pennsylvania service area to request a Payable on Death (POD) / beneficiary designation form. Complete the form with primary and contingent beneficiary information (name, date of birth, Social Security number, relationship), have all account owners sign it, and return it in branch or by mail to Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034. Forms are not available for self-service download from trumark.com.
If you are the legally appointed executor or administrator of an estate, you can open an estate account at any Trumark branch to manage the financial matters of the deceased member. Bring a certified copy of the death certificate, Letters Testamentary or Letters of Administration from the Pennsylvania Register of Wills, and your government-issued photo ID. The estate account is used to deposit estate funds, pay outstanding bills, and distribute assets according to the will or Pennsylvania intestacy law.
Trumark's Member Service Center (Death Claims) can be reached by phone at 1-877-878-6275 for questions throughout the claims process.
If the deceased held multiple Trumark accounts, each may require a separate claim or have different documentation requirements. The Member Service Center (Death Claims) can confirm which accounts require individual attention and which can be processed together.
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
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