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Appointments

Estate/Memorial Account

Schedule an appointment to discuss estate/memorial accounts.

Count on a good experience

During the appointment we’ll help you choose the right services for your needs, open your account(s), and make sure you have secure, convenient access 24/7 with RCU online or mobile banking.

What will I need for my appointment?

  • Current state or government issued photo ID (such as a driver’s license or U.S. passport)
  • Estate EIN/Employer Identification Number
  • Finalized certified death certificate(s)
  • Letters of Testamentary or Administration from the State of California (court documentation listing who is the executor/administrator of estate)