How to name beneficiaries and fund a trust at Amplify CU
Covers 5 deposit, 2 retirement, and 12 lending accounts — beneficiaries must be updated in-branch
Amplify Credit Union Member Services
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
Personal Debit Cards (24/7)
Personal Credit Card (Elan, 24/7)
Business Credit Cards (24/7)
Business Debit Cards (24/7)
Mortgage/Home Equity
Loan Servicing
Delinquent Loans
Auto Lending
WebsiteLearn more→
Member Services / Estate Care
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
WebsiteLearn more→
Member Services / Estate Care
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
WebsiteNotify online→
Verified Jul 2026
Estate planning at Amplify CU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Amplify CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.
Amplify CU has 19 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
Fee-Free CheckingFee-Free SavingsHigh-Yield SavingsMoney Market AccountCertificate of Deposit (CD)
1
Visit any Amplify Credit Union branch (Esperanza, Pond Springs, Round Rock/La Frontera, or Cedar Park) with valid government-issued photo ID — https://www.goamplify.com/locations/
2
Request to add a POD (Payable on Death) beneficiary to your deposit account
3
Provide beneficiary details:
- Each beneficiary's full legal name and identifying information
- Percentage allocations if naming multiple beneficiaries
- For IRA accounts, complete separate beneficiary designation paperwork
4
Sign updated account documentation
5
Request a copy of the updated designation for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes may require signed documentation in branch or via virtual banker
- IRA beneficiary designations are handled separately from deposit account POD designations
- Joint account holders may need to agree on beneficiary designations
Sources
Data sourced from Amplify CU primary sources (35 pages reviewed). How we research.
Download these Amplify CU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Amplify CU primary sources. Bring it to the branch or keep it beside the phone.
Amplify Credit Union Member Services
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
Personal Debit Cards (24/7)
Personal Credit Card (Elan, 24/7)
Business Credit Cards (24/7)
Business Debit Cards (24/7)
Mortgage/Home Equity
Loan Servicing
Delinquent Loans
Auto Lending
WebsiteLearn more→
Member Services / Estate Care
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
WebsiteLearn more→
Member Services / Estate Care
Phone(512) 836-5901
Fax(512) 491-1018
Mailing Address
Amplify Credit Union, PO Box 85300, Austin, TX 78708-5300
Toll-Free
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Amplify CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
