To get started, complete our Deceased Account Checklist below. The last step of the process will be to open up your probate bank account.You can do so at a local bank or credit union. 476-4047 and mail: Security Service Federal Credit Union. Attn: Account Services Survivor Assistance. I am designated the sole beneficiary of a credit union account. Does the estate administrator have the right to take the money? Setting one up is as easy as providing the bank with a signed POD beneficiary designation form. We offer a range of mortgage programs that will meet your goals and your budget.