How to name beneficiaries and fund a trust at Trumark
Covers 7 deposit, 3 retirement, 1 investment, 3 insurance, and 6 lending accounts — beneficiaries must be updated in-branch
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
Preparing your Trumark accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Trumark is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts with Payable on Death designations or trust ownership bypass probate entirely.
Across 20 product types, Trumark accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
Momentum CheckingBalance CheckingSavings AccountHigh Yield SavingsMoney Market AccountShare CertificateGreenlight for Kids and Teens
1
Visit any Trumark branch
- Visit any branch across the five-county Southeastern Pennsylvania service area
- Bring government-issued photo ID
- Ask for the POD / beneficiary designation form for your account type
2
Complete and submit the form with a branch representative
- List primary and contingent beneficiaries with the required identifying information
- For a trust beneficiary, provide the trust name, date, and EIN
- All account owners must sign; the representative processes the designation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD / beneficiary designation is available on all deposit accounts (checking, savings, money market, and certificates)
- IRA beneficiaries are designated at account opening and can be updated at any time by submitting a new beneficiary designation form
- Each account must be updated individually; beneficiary designations do not automatically carry across accounts
- All account owners must sign beneficiary designation forms
- Beneficiary forms are not available for self-service download from trumark.com and must be requested by phone or in branch
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.
