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Estate Accounts

The purpose of an estate account is to help administer a person’s estate after they've passed away.


Requirement Information
Required Documents Copy of the death certificate and letter of appointment of the personal representative of the estate
Opening Deposit  $5 in Regular Savings required; None for Checking
Membership  Executor/Administrator must be an OUCU member or the deceased must have been a member
Account Types Regular Savings (required), Checking, Money Max Savings
SSN/TIN SSN of the deceased can be used for 12 months from date of death or provide a Tax Identification Number (EIN) for the Estate (can be obtained at IRS.gov)


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