Specialty Accounts

SEFCU offers a variety of specialty accounts. If you are looking to open one of these accounts please bring all the documents under the checklist with you to your nearest SEFCU branch.

Estate Account

Membership Application
Valid Identification (required for all persons)
Letters of Testamentary or of Administration
IRS EIN Assignment Letter

Trust (Irrevocable, Revocable, Burial)

Irrevocable/Revocable/Burial Account Application
Valid Identification (required for all persons)
Trust Agreement
IRS EIN Assignment Letter (required for Irrevocable Trusts)

Rep Payee

Membership Application
Valid Identification (required for all persons)
Rep Payee Assignment Letter from Federal Agency

UTMA

Membership Application
Valid Identification (required for all persons)
Custodian Savings Account

Guardian

Membership Application
Valid Identification (required for all persons)
Original Written Court Order; naming the Guardian, Beneficiary and terms of agreement

Campaign

Campaign Account Application
Valid Identification (required for all persons)
IRS EIN Assignment Letter
NYS Board of Elections Letter

Donation

Donation Account Application
Valid Identification (required for all persons)
IRS EIN Assignment Letter
Document Substantiating Account (memorial, medical expenses, property loss, etc.)