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Home→Financial Institutions→Abound CU→Preparing your estate

How to name beneficiaries and fund a trust at Abound CU

Covers 6 deposit, 2 retirement, and 8 lending accounts — beneficiaries must be updated in-branch

OverviewPreparing your estateWhen someone dies

Abound CU

Credit Union · Select States

aboundcu.com→
Abound CU logo

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

Lost/Stolen Debit or Credit Card
800-285-5669
Unauthorized Credit Card Transactions
1-866-820-6781
Debit Card PIN Reset
1-800-757-9848
Credit Card PIN Reset
1-888-886-0083
WebsiteLearn more→

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

Lost/Stolen Debit or Credit Card
800-285-5669
Unauthorized Credit Card Transactions
1-866-820-6781
Debit Card PIN Reset
1-800-757-9848
Credit Card PIN Reset
1-888-886-0083
WebsiteLearn more→

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

WebsiteNotify online→
Verified May 2026

The goal with your Abound CU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Abound CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts without either one will require probate, which means court involvement and delays for your family.

Across 16 product types, Abound CU accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.

Free Checking AccountSavings AccountHigh-Yield Savings AccountMoney Market AccountCertificate Account (CD)Coverdell Education Savings Account (ESA)
1
Visit any Abound Credit Union branch location
2
Request to add or update POD/beneficiary designations
3
Provide government-issued photo ID
4
Complete the beneficiary designation form with beneficiary details
5
Sign and submit the form; changes take effect upon processing

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • POD designations available on deposit accounts (checking, savings, money market, certificates)
  • IRA beneficiaries require a separate IRA Beneficiary Designation form
  • Joint account owners have automatic right of survivorship
  • Trusts can be named as POD beneficiaries on eligible deposit accounts

Abound CU

Credit Union · Select States

aboundcu.com→
Abound CU logo

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

Lost/Stolen Debit or Credit Card
800-285-5669
Unauthorized Credit Card Transactions
1-866-820-6781
Debit Card PIN Reset
1-800-757-9848
Credit Card PIN Reset
1-888-886-0083
WebsiteLearn more→

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

Lost/Stolen Debit or Credit Card
800-285-5669
Unauthorized Credit Card Transactions
1-866-820-6781
Debit Card PIN Reset
1-800-757-9848
Credit Card PIN Reset
1-888-886-0083
WebsiteLearn more→

Member Resource Branch

Phone1-800-285-5669
Mailing Address

Abound Credit Union, PO Box 900, Radcliff, KY 40159

WebsiteNotify online→
Verified May 2026

Estate planning articles

Learn how to protect your Abound CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Abound CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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