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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Webster First FCU→Preparing your estate

How to name beneficiaries and fund a trust at Webster First FCU

Covers 7 deposit, 4 retirement, and 4 lending accounts — beneficiaries must be updated in-branch

Webster First FCU

Credit Union · Regional

websterfirst.com→
Webster First FCU logo
Phone1-800-962-4452
Toll-Free1-800-962-4452
Mailing Address

271 Greenwood Street, Worcester, MA 01607

Telephone Banking (24/7)
(888) 459-3328
Mortgage/Loan Center
(774) 823-1665
Lost/Stolen Debit Card (after hours)
(800) 528-2273
Phone1-800-962-4452
Toll-Free1-800-962-4452
Mailing Address

271 Greenwood Street, Worcester, MA 01607

Telephone Banking (24/7)
(888) 459-3328
Mortgage/Loan Center
(774) 823-1665
Lost/Stolen Debit Card (after hours)
(800) 528-2273

Member Service Center

Phone1-800-962-4452
Mailing Address

Webster First Federal Credit Union, PO Box 70505, Worcester, MA 01607 (correspondence); branch/HQ: 271 Greenwood Street, Worcester, MA 01607

Consumer Loan Dept (deceased borrower)
(800) 962-4452 Ext 4098
Mortgage Servicing Dept (deceased borrower)
(800) 962-4452 Ext 4094
Verified Jul 2026

The goal with your Webster First FCU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Webster First FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts without either one will require probate, which means court involvement and delays for your family.

Webster First FCU has 15 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.

First Rate CheckingTeen CheckingFirst Rate SavingsAll Purpose ClubMoney Market AccountMoney Market PlusShare Certificate
1
Prepare for your branch visit
  • Visit any Webster First branch location.
  • Bring valid government-issued photo ID.
2
Complete the beneficiary designation
  • Request the POD beneficiary designation form.
  • Complete and sign the form at the branch with all account owners.
  • Branch staff will process the beneficiary update.

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • POD (Payable on Death) designations available for deposit accounts.
  • IRA accounts have separate beneficiary designations; must be set up in person at a branch.
  • Trusts can be named as POD beneficiaries on deposit accounts.
  • All account owners must sign the beneficiary designation form.
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • websterfirst.com
  • malegislature.gov

Data sourced from Webster First FCU primary sources (21 pages reviewed). How we research.

Download these Webster First FCU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Webster First FCU primary sources. Bring it to the branch or keep it beside the phone.

Webster First FCU

Credit Union · Regional

websterfirst.com→
Webster First FCU logo
Phone1-800-962-4452
Toll-Free1-800-962-4452
Mailing Address

271 Greenwood Street, Worcester, MA 01607

Telephone Banking (24/7)
(888) 459-3328
Mortgage/Loan Center
(774) 823-1665
Lost/Stolen Debit Card (after hours)
(800) 528-2273
Phone1-800-962-4452
Toll-Free1-800-962-4452
Mailing Address

271 Greenwood Street, Worcester, MA 01607

Telephone Banking (24/7)
(888) 459-3328
Mortgage/Loan Center
(774) 823-1665
Lost/Stolen Debit Card (after hours)
(800) 528-2273

Member Service Center

Phone1-800-962-4452
Mailing Address

Webster First Federal Credit Union, PO Box 70505, Worcester, MA 01607 (correspondence); branch/HQ: 271 Greenwood Street, Worcester, MA 01607

Consumer Loan Dept (deceased borrower)
(800) 962-4452 Ext 4098
Mortgage Servicing Dept (deceased borrower)
(800) 962-4452 Ext 4094
Verified Jul 2026

Estate planning articles

Learn how to protect your Webster First FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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