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Estate/memorial account

Make your visit as fast and efficient as possible by providing the items below at your appointment.

What you will need

Photo ID

Current state or government-issued photo ID (such as a driver's license or U.S. passport).

Estate tax ID number

The estate employer identification number (EIN).


To open an account you need an initial deposit of $5.00.


Finalized certified death certificate(s).


Letters of Testamentary or Administration from the State of California (court documentation listing who is the executor/administrator of estate).

Schedule your appointment now

Count on a good experience

During the appointment, we’ll help you choose the right services for your needs, open your account, and make sure you have secure, convenient access 24/7 with RCU online or mobile banking.

Schedule an Appointment

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