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Knowledge Base

Truliant Policies on POD Accounts and more

How Do I Transfer Ownership for POD Account?

IRAs are considered Payable on Death accounts or POD. Your beneficiaries will be notified and funds will be distributed accordingly. At any time, the IRA owner may submit a form to update, add, or remove the beneficiaries listed on the account. Interested in opening an IRA with Truliant?
Please review our IRA options

How Do I Submit a Death Certificate for a Member That Passed Away?

We are sorry for your loss. To handle the deceased member’s account you can stop by a branch or call us at 800.822.0382. Schedule an appointment here.

How Do I Give My Power of Attorney Access to My Accounts With Truliant?

Power of Attorney accounts are what we refer to as Specialty Accounts. This means there are certain documents that you will be required to provide if you are interested in opening such an account.
Things to remember:
Truliant's Affidavit of Attorney in Fact form
(Notary Public signature required)
If you have any questions, feel free to Schedule an Appointment, visit any of our convenient locations, or call 800.822.0382.