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Delta Community Credit Union offers formal Revocable Trust Accounts for our members’ estate planning needs. A formal Revocable Trust is a Living Trust created within a written, notarized document that can be modified or revoked by the Grantor, or person who establishes the Trust and transfers property to it. The assets registered in the name of the formal Trust pass directly to the beneficiaries named in a formal, written Trust document. At this time, Delta Community Credit Union does not offer Corporate Trustee services, Trust Accounts specific to businesses nor corporations, nor Irrevocable Trust accounts..
To be eligible to open a formal Revocable Trust Account with Delta Community Credit Union, the following requirements must be met:
Required documents to open a formal Revocable Trust Account with Delta Community Credit Union:
If the eligibility requirements to open a formal Revocable Trust Account cannot be met, you have the option to create an informal Trust by naming your Trust as the beneficiary on your personal membership shares: Savings, Checking, Additional Savings, Money Market, Certificate of Deposit, or Individual Retirement Account (IRA) or Health Savings shares.
For all questions regarding Trust Accounts, please contact Trust Services at 404-677-4100, option # 1.
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