Estate planning and settlement at Vermont Federal
Name beneficiaries online and report a death at 1-888-252-0202
How your Vermont Federal accounts transfer at death depends on how each one is set up. As a membership-based credit union, Vermont Federal field of membership (community charter): anyone who lives, works, worships, or attends school in the state of Vermont, as well as any of their family members. Nine branch locations: South Burlington (main office, 275 Kennedy Drive), Burlington (84 Pine Street, 100 Financial Plaza), Milton (4 Centre Drive), St. Albans (55 Old Orchard Road), Middlebury (1 Court Street), Vergennes (113 Monkton Road), Essex Junction (1 Carmichael Street), Barre (315 North Main Street), and Rutland (2 South Main Street, Credit Union of Vermont: A Division of Vermont Federal Credit Union). Branch lobby hours Mon-Fri 8:30 AM - 5:00 PM; South Burlington, Milton, St. Albans and Middlebury also open Saturday 9:00 AM - 12:00 PM. Mail for all purposes goes to PO Box 2147, South Burlington, VT 05407-2147; branch addresses are for visits only. Members can also transact at participating Co-op shared branching locations nationwide. NMLS Institutional ID #466013; routing number 211691062. With 14 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Vermont Federal lets account holders update beneficiary designations online. Trust funding options vary by account type—check with Vermont Federal for specifics.
There are two sides to estate planning at Vermont Federal: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 14 account types at Vermont Federal.
Preparing your estate →Death claim process
Report the death to Vermont Federal at 1-888-252-0202. The page lists the steps and the documents to send.
When someone dies →Because Vermont Federal serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Vermont Federal primary sources (29 pages reviewed). How we research.
Vermont Federal customer support
Member Contact Center
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Toll-free
Member Contact Center
Loan Call Center
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Mortgage Department
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Estate planning articles
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