Ensure your wishes are followed now and after you're gone.
A Trust Account is created based on a written agreement to manage property for the benefit of another person.
In order for a trust to qualify for membership, the trustor opening the account must be eligible for membership.
|Key Features || |
- May have all share accounts (excluding IRAs, HSAs and Loans), regular savings certificates and an ATM or PFCU Check Card
- Separately insured by NCUA
|How to Open ||Trustee/Trustor must complete a membership card along with a request to open a Trust Account and provide a copy of the Trust Agreement. |
A trust will not be granted loans and cannot open IRAs.
Open a Trust Account