Claiming a deceased loved one’s accounts

When A Loved One Passes

close up of two pairs of hands clasping each other

We Are Here to Help

We offer our sincerest condolences on the passing of your loved one. The death of someone close to you is very difficult, and settling their financial affairs can feel stressful and overwhelming. At Seattle Credit Union, we are here to work alongside you to make the process as straightforward as possible.

How to Notify Us

You may notify us by phone, email, or in person at a branch.

Required Documents

You will need a certified copy of the death certificate.

In addition, depending on the type(s) of accounts held by the deceased, we may need other documents. Refer to the table below.

How to provide documents

You may provide us required documentation:

  • At a branch
  • By mail to Seattle Credit Union PO Box 780, Seattle, WA 98111-0780

Additional documents

  • Description

    Description

  • Jointly-held accounts, or accounts with named beneficiaries 

    Jointly-held accounts, or accounts with named beneficiaries 

  • Trust accounts 

    Trust accounts 

Description

  • Description

    Accounts without a designated beneficiary or surviving co-owner 

  • Jointly-held accounts, or accounts with named beneficiaries 

    • Joint accounts (checking, savings, mortgage, credit card or loan) 
    • Payable on-death (POD) 
    • Transfer-on-death (TOD) 
    • Retirement plans 
    • Insurance policies 
    • Annuities

  • Trust accounts 

    Accounts titled in the name of a trust 

Documentation Needed 

  • Description

    Court-issued document appointing an executor/administrator  
    or  
    Small estate affidavit in accordance with state laws 

  • Jointly-held accounts, or accounts with named beneficiaries 

    Identification of the joint account holder or beneficiaries

  • Trust accounts 

    Certificate of Trust naming a successor trustee