Revocable Trusts

A revocable trust transfers the assets in your Navy Federal savings, checking and share certificate accounts to your beneficiaries without requiring the probate process.

• As trustee, you use the trust agreement to designate beneficiaries.
• You can change or remove beneficiaries at any time.
• During your lifetime, beneficiaries cannot access your account.
• You can name a co-trustee, if desired, with the same access to the account. If one trustee dies, funds pass to the living trustee. The co-trustee does not have to be a Navy Federal member.

To start, call 1-888-842-NFCU (6328), international numbers.