Trust and Fiduciary Accounts Menu
Trust and Fiduciary Accounts
- Totten Accounts – Also known as a revokable trust, this allows you complete control of your accounts while you specify a beneficiary.
- Trust Accounts – You can use accounts at DCU to support a trust agreement.
- Fiduciary Accounts – You can use accounts at DCU to support a fiduciary relationship.
- UTMA Accounts – Uniform Transfers to Minors Act accounts, also known as Custodial Accounts, give you a legal means to give money to a minor, but you keep control until they reach legal age.
Related Services and Tools
- DCU Financial – Our representatives can help you with a variety of non-traditional investment options for retirement, insurance, financial planning, and wealth-transfer (estate) planning.
- StreetWise Guide to NCUA Insurance – Trust accounts receive special federal-insurance treatment. Learn the details and how you can maximize coverage.
Related Applications and Disclosures
Download Adobe Acrobat to view .pdf files. Version 6.0 or later required.
- Trust Application and Disclosure (.pdf format) – to establish a new DCU Trust Account.
- Checking and Savings Application (.pdf format) – to open checking and savings accounts.
- Certificate Application and Disclosure (.pdf format) – to open your certificate accounts.
- Truth-in-Savings Disclosure (.pdf format, 36 pages) – Covers disclosures related to all DCU savings and checking accounts. DCU's Funds Availability Policies are covered here.
- Funds Availability Policy (HTML) – This covers DCU's policies regarding holds on deposits.
- Electronic Services Disclosure (.pdf format, 11 pages) – This covers disclosures related to DCU electronic services such as Check Cards, ATM Cards, Internet PC Branch, and Easy Touch Telephone Teller system.
- Schedule of Fees and Service Charges (HTML)
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Digital Federal Credit Union
220 Donald Lynch Boulevard PO Box 9130 Marlborough, MA 01752-9130 508.263.6700 • 800.328.8797 |
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