Can I get a copy of your Trustee's Account Agreement form? - Stanford Federal Credit Union Skip to main content
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Global supply chain issues are impacting delivery times for plastic credit and debit cards. We appreciate your patience and understanding as you wait for your card. A digital version of your card is always available in Online Banking and the mobile app, so you can load it to your mobile wallet, add it to your subscriptions, and shop online. Go to Services > MORE OPTIONS > Digital Card.

Can I get a copy of your Trustee’s Account Agreement form?

Please click here for our fillable Trustee’s Account Agreementopens PDF file form, or Trust Agreement form.

A trust is an estate-planning tool used primarily to avoid the delays and costs of the probate process, which is what happens when someone passes away with only a will or no will.

Choosing and creating a trust can be a complex process; the guidance of an attorney with estate planning expertise is highly recommended.

 

Types of Stanford FCU Trusts

  1. Revocable – at least one Trustor of the Trust must be a member of Stanford FCU
  2. Irrevocable – either all of the Trustors or all of the Beneficiaries of the Trust must be members of Stanford FCU

Upon creating the agreement, the member transfers title to his Stanford FCU assets to be held in trust.

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