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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Wright-Patt CU→Preparing your estate

How to name beneficiaries and fund a trust at Wright-Patt CU

Covers 10 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch

Wright-Patt CU

Credit Union · Regional

wpcu.coop→
Wright-Patt CU logo
Phone(937) 912-7000
Toll-Free1-800-762-0047
Alternate Toll-Free
1-877-912-8006
Call-24 Automated System
(937) 912-8000
Call-24 Toll-Free
1-800-336-7277
WebsiteLearn more→

Wright-Patt Special Services

Phone(937) 912-7000
Toll-Free1-800-762-0047
Alternate Toll-Free
1-877-912-8006
WebsiteLearn more→

Special Services

Phone(937) 912-7000
Toll-Free1-800-762-0047
Fax(937) 912-8148
Mailing Address

Wright-Patt Credit Union, 3560 Pentagon Blvd, Beavercreek, OH 45431-1706

WebsiteNotify online→
Verified Jul 2026

There are two ways to keep your Wright-Patt CU accounts out of probate: adding Payable on Death designations and retitling accounts into a trust. Because Wright-Patt CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Both methods ensure your accounts transfer directly to the people you choose, without court involvement.

Across 12 product types, Wright-Patt CU 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.

Wright-Patt Totally Fair CheckingWright-Patt Checking with DividendsWright-Patt CentsibleSpendWright-Patt TrueSaver SavingsWright-Patt EasySaverWright-Patt Club AccountWright-Patt Save to WinWright-Patt Personal Capital Money MarketWright-Patt Share CertificateWright-Patt Health Savings Account
1
Visit any Wright-Patt member center location
  • Bring government-issued photo ID
  • Request the POD beneficiary designation form
2
Complete the POD beneficiary designation form
  • Specify percentage allocation for each beneficiary (e.g., 70%/20%/10% or equal shares)
  • All account holders must sign the form

Required Documents

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

Special Requirements

  • POD beneficiary designations do not apply to Individual Retirement Accounts (IRAs)
  • IRA accounts and HSA accounts use separate beneficiary designation forms
  • Beneficiary designations on the primary Share 00 account automatically apply to all sub-accounts unless the member provides written instructions to modify
  • Multiple beneficiaries share proceeds proportionately based on designated percentages
  • Changes are effective only upon written acknowledgment by the credit union
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • wpcu.coop
  • codes.ohio.gov
  • wpcu.cusonet.com

Data sourced from Wright-Patt CU primary sources (20 pages reviewed). How we research.

Download these Wright-Patt CU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Wright-Patt CU primary sources. Bring it to the branch or keep it beside the phone.

Wright-Patt CU

Credit Union · Regional

wpcu.coop→
Wright-Patt CU logo
Phone(937) 912-7000
Toll-Free1-800-762-0047
Alternate Toll-Free
1-877-912-8006
Call-24 Automated System
(937) 912-8000
Call-24 Toll-Free
1-800-336-7277
WebsiteLearn more→

Wright-Patt Special Services

Phone(937) 912-7000
Toll-Free1-800-762-0047
Alternate Toll-Free
1-877-912-8006
WebsiteLearn more→

Special Services

Phone(937) 912-7000
Toll-Free1-800-762-0047
Fax(937) 912-8148
Mailing Address

Wright-Patt Credit Union, 3560 Pentagon Blvd, Beavercreek, OH 45431-1706

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Wright-Patt CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Estate planning articles

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