Have you established a Revocable Trust? Bring your Certificate of Trust into one of our locations to allow a member service representative to review and open your Trust account. Fund your Trust account with a minimum savings of $5.00. Revocable trust accounts will receive interest in the same manner as savings accounts held by members.

SUMMARY OF REQUIREMENTS

  • Revocable trust agreements must be drawn up by a licensed attorney.
     
  • The member must be both the settlor/trustor/donor/guarantor and the trustee (settlor trustee). This means that the member has created the trust and has the authority to manage it during his/her lifetime.
     
  • The Certificate of Trust must clearly identify the successor-trustees, and how the trust is to be acted upon should the Settlor Trustee(s) be declared incompetent or deceased.
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