Estate planning and settlement at Alliant
Name beneficiaries by mail, fund a trust online, and report a death at 1-800-328-1935
How your Alliant accounts transfer at death depends on how each one is set up. As a membership-based credit union, Alliant digital-only credit union serving members nationwide. No branch network — account settlement, trust account opening, and beneficiary changes are handled by phone (800-328-1935; international 773-462-2000), secure email upload, mail, or fax. Anyone can qualify for membership by becoming an Alliant Credit Union Foundation digital inclusion advocate, with Alliant making a one-time $5 contribution on the applicant's behalf (Trust Account Application A530-R04/25). With 16 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Alliant lets account holders update beneficiary designations by mail, typically taking 15 to 30 minutes to complete the form. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Alliant: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to fund a trust online, and review 16 account types at Alliant.
Preparing your estate →Death claim process
Report the death to Alliant's Member Care Center at 1-800-328-1935. The page lists the steps and the documents to send.
When someone dies →Reach Alliant's Special Services at 1-773-462-2182 for help with any of these procedures.
Sources
Data sourced from Alliant primary sources (15 pages reviewed). How we research.
Alliant customer support
Member Care Center
Phone
International callers
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Alliant accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
