Changing Personal Accounts Into Trusts

Help us to quickly process your request to open or convert existing accounts to trust accounts by providing a few things to get started.

Required Documents

• A completed Trust Account Application and Change Request Packet
• A completed Certification of Trust form

How to Provide the Documents

You have two different ways to submit your documents:

• Find a location to submit in person.
• Mail to:
  
  BECU Account Servicing M/S 1094-2
  P.O. Box 97050
  Seattle, WA 98124-9750

Application Process

The change request review and approval process takes approximately two business days after we receive the required documents.

Important Information

• The Social Security number (SSN) is required for the acting trustee(s) and the Taxpayer Identification number (TIN) is required for the Trust.*
• BECU is generally able to convert personal accounts to Revocable Trust accounts with the exception of Member Share Savings and Member Advantage Savings.
• Personal Member Share Savings accounts cannot be closed if there are existing loans. Other conditions may apply.
• Account types that are available for trusts: Member Share Savings, Savings, Checking, Money Market, and Certificate of Deposit (CD).
• If a revocable trust is being established for a Home Equity Line of Credit (HELOC), please call BECU at 800-233-2328 or visit a BECU location near you for more information.
• Trust accounts are not eligible for Member Advantage.