How Do I Open a Trust Account at Aloha Pacific FCU?
Yes. Aloha Pacific FCU opens deposit accounts in the name of a revocable living trust. What Aloha Pacific FCU publishes about opening an account in the name of a revocable living trust, and what the successor trustee brings after a death.
Opening a trust account at Aloha Pacific FCU
Account type: Checking, Savings, Money market, Share certificate
Where to open it
In a branch
Opening or retitling
- In a branch
- Available
- Online
- Not available
- By phone
- Not available
- By mail
- Not available
Who can open it
- Membership
- Required
Documents to bring
- Completed Membership Application
- Valid photo ID for each person on the account
- Field of membership verification
- Personal trust document
- Opening deposit
Steps at Aloha Pacific FCU
- 1Go to an Aloha Pacific branch (locations); a trust account cannot be opened through the online membership portal.
- 2Bring the completed Membership Application, valid photo ID for each person on the account, field-of-membership verification, the personal trust document and the opening deposit.
What to know at Aloha Pacific FCU
Aloha Pacific opens trust-owned checking, savings, money market and certificate accounts in person at a branch only. The trustee brings the completed Membership Application, photo ID for each person on the account, field-of-membership verification, the personal trust document and the opening deposit, and each account keeps $5 in its savings account.
Not in Aloha Pacific FCU's published guidance
- Whether the account is opened under the grantor's SSN or the trust's EIN
- Whether a certification of trust or the full trust document is needed
- Whether it has its own certification of trust form
- Whether an existing account can be retitled to the trust
- Whether a branch appointment is needed
- Whether every co-trustee must sign or appear
- Whether you must already bank there
- Whether the account comes with online banking, checks, or a debit card
- What a trust account costs
General information about each bank's published trust-account requirements, not legal or banking advice. Requirements vary by state and account type. Consult the institution for its current requirements. Data verified Oct 28, 2026
No. Aloha Pacific FCU states that a trust account cannot be opened online; it is opened in a branch.
Aloha Pacific FCU lists: Completed Membership Application; Valid photo ID for each person on the account; Field of membership verification; Personal trust document; Opening deposit.
Aloha Pacific FCU does not state which taxpayer number a revocable trust account is opened under.
A trust account is a deposit account titled in the name of a trust rather than a person — for a revocable living trust, typically "[Trustee name], Trustee of the [Trust name]". While the grantor is alive and serving as trustee, the account is the grantor's to use; the trust title is what keeps the funds out of probate and lets the successor trustee take over without a court appointment.
A trust account holds assets that were titled to a trust before death, and the successor trustee takes control of it under the trust document. An estate account is opened after death by the court-appointed executor or administrator, under the estate's own EIN, for assets that were not in a trust and pass through probate. A family with a funded revocable trust may need only the trust account; a family with a will, or no will, opens an estate account.
Sources
Data sourced from Aloha Pacific FCU primary sources (5 pages reviewed). How we research.
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