Apply for a Trust

Our application process will take approximately 5 – 10 minutes.  You must qualify for membership (confirm your eligibility here). For your security, the system will log you off if there is no activity for 15 minutes.


When applying for a trust, please have the following:

  • A government-issued photo ID for all trustees.
  • A copy of the Trust (or a Certificate of Trust will be acceptable).
  • Routing and account number to fund your Trust Account membership if you currently do not have a Share Savings Account with SFFCU.  $5 to establish membership.


After submitting your application, we will send an email outlining next steps.

Please select the type of trust you would like to open:

The Credit Union will be closed Thursday, Nov. 27 and Friday, Nov. 28 in observance of Thanksgiving. Friday is not a Federal holiday and the Federal Reserve will be open. The Credit Union will process ACH online transfer transactions on Nov. 28. We will resume normal operations on Monday, Dec. 1. Learn more