Estate planning at Bellwether CU
How to protect 16 Bellwether CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Support
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
Branch Direct
Lost/Stolen Card
WebsiteLearn more→
Member Support
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
Branch Direct
Lost/Stolen Card
WebsiteLearn more→
Member Support (Estate Services)
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
WebsiteNotify online→
Verified Apr 2026
Bellwether CU offers 16 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Bellwether CU primary field of membership covers anyone living or working in New Hampshire. Also serves residents of Essex and Middlesex counties in Massachusetts, and communications industry employees in Maine, Massachusetts, and Vermont. Family members of existing members may join regardless of location. Four branch locations in southern New Hampshire: Manchester (headquarters at 425 Hooksett Rd), Nashua (409 Amherst St), Bedford (7 Leavy Dr), and Pelham (155 Bridge St). NMLS #435122. Routing number: 211489478. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Account holders can update their beneficiary designations at Bellwether CU in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Bellwether CU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Bellwether CU.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Bellwether CU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Bellwether partners with Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Dominic Lucente, CFP, provides Bellwether members with financial planning, retirement planning, investment strategies, insurance, and estate plan analysis. NPA is not affiliated with Bellwether Community Credit Union.
Sources
Data sourced from Bellwether CU primary sources (20 pages reviewed). How we research.
Member Support
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
Branch Direct
Lost/Stolen Card
WebsiteLearn more→
Member Support
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
Branch Direct
Lost/Stolen Card
WebsiteLearn more→
Member Support (Estate Services)
Phone1-603-645-8090
Toll-Free1-866-996-9828
Mailing Address
425 Hooksett Road, Manchester, NH 03104
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Bellwether CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
