How Do I Write a Letter of Instruction to Red Rocks CU?

Send it to Red Rocks CU's estate/claims department: Red Rocks Credit Union, 8195 SouthPark Lane, Littleton, CO 80120. You can reach the department at 303.471.7625.

Red Rocks CU lists these among its required documents: Certified copy of the death certificate; Valid government-issued photo ID for the claimant (beneficiary, executor, or administrator); Account information for the deceased (account numbers if available); For accounts without beneficiary: Letters Testamentary or Letters of Administration issued by a Colorado probate court. The prepared letter includes an enclosure checklist drawn from Red Rocks CU's recorded requirements.

5-10 business days after all documentation is received; complex estates may take longer

Red Rocks CU accepts a letter you write. We draft it for you, addressed to Red Rocks CU'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.