How Do I Write a Letter of Instruction to Mission Fed?
Prepare the letter of instruction Mission Fed requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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Institution & Your Role
Which institution holds the account, and the capacity you are writing in.
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Frequently Asked Questions
Send it to Mission Fed's estate/claims department: Mission Federal Credit Union, P.O. Box 919023, San Diego, CA 92191-9023. You can reach the department at 1-800-500-6328.
Mission Fed lists these among its required documents: Certified copy of the death certificate; Valid government-issued photo ID for the claimant (beneficiary, surviving joint owner, executor, administrator, or successor trustee); The deceased member's account or membership number, if known; Estate with no POD or survivor: Letters Testamentary or Letters of Administration. The prepared letter includes an enclosure checklist drawn from Mission Fed's recorded requirements.
Mission Fed publishes no processing time for a deceased-member claim. Two things reliably slow one down. First, competing claims: if Mission Fed believes there is a dispute about ownership or control of an account, its Account Agreement lets it place a hold and refuse to release the funds until it receives a court order and/or instructions signed and NOTARIZED BY EVERY PERSON claiming an interest — so a contested account can sit frozen indefinitely without anyone doing anything wrong. Second, the 40-day wait: California's small estate affidavit cannot be used until 40 days after the death, so an estate under the threshold that has no POD beneficiary and no joint owner simply cannot be collected before then.
Mission Fed accepts a letter you write. We draft it for you, addressed to Mission Fed's verified claims department with the required enclosures.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
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