Estate planning and settlement at UFCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-252-8311
UFCU offers 11 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, UFCU branches in Austin and Central Texas (including Round Rock, Cedar Park, Pflugerville, Georgetown, Manor, Kyle, San Marcos and Temple) and in the Houston and Galveston areas (Houston, Pearland, League City and Galveston). Physical address: UFCU Plaza, 8303 N MoPac Expy A105, Austin, TX 78759. 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.
UFCU handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
UFCU 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, fund a trust in-branch, and review 11 account types at UFCU.
Preparing your estate →Death claim process
Report the death to UFCU's Member Services at 1-800-252-8311. The page lists the steps and the documents to send.
When someone dies →UFCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from UFCU primary sources (26 pages reviewed). How we research.
UFCU customer support
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