How to name beneficiaries and fund a trust at Blue FCU
Covers 14 deposit, and 3 retirement accounts — beneficiaries must be updated in-branch
Phone1-800-368-9328
Emailsupport@bluefcu.com
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Member Solutions (Payment Assistance)
Visa Dispute Specialist
Debit Card Unauthorized Charges
Credit Card Unauthorized Charges
International Collect
TDD Hearing Impaired
WebsiteLearn more→
Phone1-800-368-9328
Emailsupport@bluefcu.com
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Member Solutions (Payment Assistance)
Visa Dispute Specialist
Debit Card Unauthorized Charges
Credit Card Unauthorized Charges
International Collect
TDD Hearing Impaired
WebsiteLearn more→
Death Claims
Phone1-800-368-9328
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Verified Apr 2026
Preparing your Blue FCU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Blue FCU 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 Blue FCU vary across 17 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
NOVA Perks Elite CheckingNOVA Perks Premium CheckingBasic CheckinguAccount Youth CheckingHealth Savings Account (HSA)Membership Share SavingsAccelerated SavingsSky High SavingsVista High Yield SavingsChristmas Club SavingsTerm Share Certificate30-Month Expandable Term ShareBump-Up Term ShareMarket Index Term Share
1
Visit any Blue FCU branch location in Wyoming or Colorado
2
Bring government-issued photo ID
3
Request the appropriate beneficiary designation form:
- For deposit accounts: request a POD (Payable on Death) beneficiary designation form
- For IRA accounts: request the separate IRA beneficiary designation form
4
Provide each beneficiary's information:
- Full legal name
- Social Security number
- Date of birth
- Relationship to account holder
5
Designate primary and contingent beneficiaries with percentage allocations
6
Sign and submit the completed form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available for deposit accounts (checking, savings, term share certificates)
- IRA accounts require a separate beneficiary designation; POD is not applicable to IRAs
- Under Wyoming Uniform Probate Code (WY Stat 2-6-101 et seq.), POD designations cause funds to pass directly to surviving beneficiaries, bypassing probate
- Online beneficiary designation is not available; must use branch, phone, or mail
- A trust may be named as POD beneficiary on deposit accounts
- NCUA coverage up to $250,000 per POD beneficiary
Phone1-800-368-9328
Emailsupport@bluefcu.com
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Member Solutions (Payment Assistance)
Visa Dispute Specialist
Debit Card Unauthorized Charges
Credit Card Unauthorized Charges
International Collect
TDD Hearing Impaired
WebsiteLearn more→
Phone1-800-368-9328
Emailsupport@bluefcu.com
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Member Solutions (Payment Assistance)
Visa Dispute Specialist
Debit Card Unauthorized Charges
Credit Card Unauthorized Charges
International Collect
TDD Hearing Impaired
WebsiteLearn more→
Death Claims
Phone1-800-368-9328
Mailing Address
Blue Federal Credit Union, 2401 E. Pershing Blvd, Cheyenne, WY 82001
Verified Apr 2026
Estate planning articles
Learn how to protect your Blue FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
