Estate planning options at Barksdale FCU
Estate planning at Barksdale FCU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Barksdale FCU 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.
Barksdale FCU offers 25 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Beneficiary form at Barksdale FCU
Account Card.
Required Documents
- Each payee's name and address. The card asks for every payable-on-death payee's street, city, state and ZIP code
Required Documents
- Each payee's name and address. The card asks for every payable-on-death payee's street, city, state and ZIP code
What Barksdale FCU says about beneficiaries
Each section is Barksdale FCU's own statement, with the document it comes from numbered under Sources.
Which accounts take a beneficiary2
- Payable-on-death account
A payable-on-death designation on the Account Card covers the savings, checking, certificate and money market accounts listed on that card.1
- Custodial account (UTMA/UGMA)
For a minor, the card offers a custodial account under the Louisiana Uniform Transfers to Minors Act in place of a beneficiary designation.1
Beneficiary forms Barksdale FCU issues1
- Account Card
Completed by the account owners. Sent by the institution on request.1
What Barksdale FCU's agreement says about beneficiaries3
- Joint accounts
The card's joint ownership option is a joint account that the remaining owners can still use after one of them dies.1
- Changing or revoking a designation
The card's choices stay in force until the account owner tells the credit union of a change in writing.1
- Membership
The immediate family or household of a current Barksdale member is eligible to join.2
Not in Barksdale FCU's published guidance11
- A beneficiary form to download
- An online way to name a beneficiary
- Who may be named as beneficiary
- How shares are split among beneficiaries
- What a designation takes to be effective
- Terms in its agreements for a beneficiary designation
- A procedure for holding an account in a trust
- A trust account form
- Which trust documents it accepts
- Terms in its agreements for a trust account
- How long a change takes
Sources2
- 1.Account Card, DLADX3 (D11112)-e
- 2.Membership Eligibility
Sources
Data sourced from Barksdale FCU primary sources (30 pages reviewed). How we research.
Download these Barksdale FCU instructions
A printable PDF with the steps, required documents, and contact details, verified against Barksdale FCU primary sources. Bring it to the branch or keep it beside the phone.
Barksdale FCU estate support
Member Services
Phone
Toll-free
Video chat
Collections (call or text)
Hours
Mailing address
Website
Estate requests go through general customer service.
Estate planning articles
Learn how to protect your Barksdale FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
New Baby or Adoption
Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.
Learn more
Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
Learn more
New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
Learn more
Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreForms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
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.
Do I Need a Revocable Trust?
Find out if a revocable trust makes sense based on your state, estate value, and family situation.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
What Does Estate Planning Actually Cost?
Compare costs across estate planning providers including online services and attorneys.
