Our Trust application process should take approximately 5 – 10 minutes. Before applying, you must qualify for membership (confirm your eligibility here) and have a Regular Share Savings Account with SFFCU established. Not a member? Apply for membership now.
The following documents will be needed when applying for a trust:
- A government-issued photo ID for all trustees.
- A copy of the Trust (or a Certificate of Trust will be acceptable).
- A completed Information to Facilitate Trust form.
After submitting your application, SFFCU will send an email outlining next steps.