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