Estate planning at Alliant

Download the Beneficiary Add/Delete Form from alliantcreditunion.org/forms. Provide the Share ID for each account, enter each beneficiary's full name, address, birthdate, phone number, and Social Security number, and specify the percentage allocation. Mail the completed form to Alliant Credit Union, P.O. Box 66945, Chicago, IL 60666-0945. Note: beneficiaries may not be added to checking accounts.

Yes. You can designate an existing trust as a beneficiary on eligible Alliant accounts (savings and certificates). Use the Beneficiary Add/Delete Form and provide the trust name, date, and EIN. Alternatively, you can open a separate trust account by completing the Living Trust Application.

Complete the Living Trust Application available at alliantcreditunion.org/forms. Include copies of pages from your Trust Agreement or Certification of Trust showing the trust name, date, trustees, and powers. Mail the application and documents to Alliant Credit Union, Attn: Special Services, P.O. Box 66945, Chicago, IL 60666-0945. A new account will be opened in the name of your trust.

Trust accounts are not eligible for debit or savings ATM cards, credit cards, consumer or mortgage loans, or IRAs. Checking without a debit card is available, but check imprints must include the trust title and names of all trustees. Alliant encourages members to keep a separate individual account for products not available to trusts.

IRA beneficiaries are designated using a separate IRA Beneficiary Designation/Change form, available at alliantcreditunion.org/forms. This form is different from the standard Beneficiary Add/Delete Form used for savings and certificate accounts. IRAs cannot be held in trust accounts at Alliant.

Yes. Alliant Retirement and Investment Services (ARIS) is a full-service financial advisory program offering retirement, insurance, and investment services. Products and services are offered through LPL Financial. ARIS is a separate entity from Alliant Credit Union. Members can schedule a no-cost consultation with an ARIS financial consultant.

Mail documents to Alliant Credit Union, Attn: Special Services, P.O. Box 66945, Chicago, IL 60666-0945. For overnight delivery, use: 11545 W. Touhy Avenue, Chicago, IL 60666 (phone: 773-462-2182). Checks payable to your trust account should also be sent to the Special Services mailing address.