How Do I Write a Letter of Instruction to Travis CU?

Send it to Travis CU's estate/claims department: Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696. You can reach the department at (707) 449-4000.

Yes — Travis CU requires the mailed letter of instruction to be notarized. The prepared letter includes a signature block; have it notarized before sending.

Travis CU lists these among its required documents: Certified death certificate; Government-issued photo ID for beneficiary or authorized representative; California-certified Letters Testamentary or Letters of Administration bearing the County Clerk's stamp (for probate estates); EIN issued to the estate by the IRS (the decedent's SSN cannot be used for an Executor/Administrator Estate Account). The prepared letter includes an enclosure checklist drawn from Travis CU's recorded requirements.

Varies based on account type and documentation; POD and joint account claims are typically processed faster than probate estates

Travis CU provides its own letter-of-instruction/claim form. We prepare a transmittal cover letter and an enclosure checklist to accompany that form.

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.