Preparing for the Future
Estate accounts are set up for a deceased member by the Executor or Executrix of the Estate. The primary use of this account is to put the funds of the deceased into it and pay for funeral expenses and outstanding bills.
If you do not have a Tax ID # we can give you the form to complete at one of our five locations and the phone number to set it up is 1-800-829-4933. To open an Estate Account you will need to bring the following items with you in order to complete the application:
- Certificate of Death
- Short Certificate
- Estate Information Sheet – This names the Executor or Executrix
If you have any questions please contact one of our Senior Member Service Representatives for assistance.