How to name beneficiaries and fund a trust at Arkansas Federal
Covers 8 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch
Member Services
Arkansas Federal Credit Union, 17500 Cantrell Road, Little Rock, AR 72223
Member Services
Arkansas Federal Credit Union, 17500 Cantrell Road, Little Rock, AR 72223
Bereavement
Arkansas Federal Credit Union, 17500 Cantrell Rd, Little Rock, AR 72223, Attention: Bereavement
Preparing your Arkansas Federal accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Arkansas Federal is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts with Payable on Death designations or trust ownership bypass probate entirely.
The transfer rules at Arkansas Federal vary across 10 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
- Full legal name, date of birth, Social Security number, and relationship for each beneficiary
- Primary and contingent beneficiary designations with percentage allocations
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available for all deposit accounts (checking, savings, money market, certificates)
- Online beneficiary designation is not available; must visit a branch or call
- IRA beneficiary designations managed separately from deposit account POD designations
- Review recommended after any major life event
Sources
Data sourced from Arkansas Federal primary sources (18 pages reviewed). How we research.
Download these Arkansas Federal instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Arkansas Federal primary sources. Bring it to the branch or keep it beside the phone.
Member Services
Arkansas Federal Credit Union, 17500 Cantrell Road, Little Rock, AR 72223
Member Services
Arkansas Federal Credit Union, 17500 Cantrell Road, Little Rock, AR 72223
Bereavement
Arkansas Federal Credit Union, 17500 Cantrell Rd, Little Rock, AR 72223, Attention: Bereavement
Estate planning articles
Learn how to protect your Arkansas Federal accounts and other assets with trusts, beneficiary designations, and estate planning documents.
