What do you need help with?

  1. 3Rivers FCU
  2. Opening Accounts
  3. Identification and Documentation
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What documentation do I need to open accounts for an Estate?

  • Two forms of identification for the Personal Representative/Estate Executor (signer on the account)
  • Death certificate of decedent (decedent must be a current member with 3Rivers prior to death for the Estate to qualify for membership)
  • Court appointed Personal Representative/Executor documentation
  • IRS Assignment of Estate EIN
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