Trust Accounts

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.

Open to

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

Refer your Friends
National Association of Federal Credit Unions 
PFCU is a proud member of the National Association of Federal Credit Unions
National Credit Union Administration 
Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.
Equal Housing Lender 
We do Business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.

We provide links to external websites for your convenience. Philadelphia Federal Credit Union does not endorse and is not responsible for their content, links, privacy or securities policies.

Please note that the amount of money contained in your investment accounts are considered non-deposit products and therefore, are not NCUA insured, not credit union guaranteed, may lose value, are not guaranteed by any government agency. Securities, Financial Planning and Insurance products are offered through LPL Financial, and its affiliates, Member FINRA, SIPC. LPL Financial and Philadelphia Federal Credit Union are independent entities.