Apply for a Trust

Our application process will take approximately 5 – 10 minutes.  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. Once you have a funded SFFCU Share Savings Account and receive your account number, please proceed with applying for a Trust.

Note:  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).


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

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

    Apply for a Revocable Trust

    Apply for an Irrevocable Trust

    The Credit Union will be closed on Friday, July 3, in observance of Independence Day. The Federal Reserve and United States Postal Service will be open on Friday. SFFCU will process ACH transfers on Friday. However, there will be no mail, wire or Remote Deposit Capture (RDC) processing. We will resume normal operations on Monday, July 6. Learn More