Estate planning at Broadview FCU
How to protect 18 Broadview FCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
TTY
Broadview Wealth Management
Broadview Insurance Agency
Debit Card Activation
Lost/Stolen Debit Card
Loss Mitigation
CSEA Member Support
WebsiteLearn more→
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
TTY
Broadview Wealth Management
Broadview Insurance Agency
Debit Card Activation
Lost/Stolen Debit Card
Loss Mitigation
CSEA Member Support
WebsiteLearn more→
Member Services
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
WebsiteNotify online→
Verified Apr 2026
Broadview FCU offers 18 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Broadview FCU serves the Capital Region, Binghamton, Syracuse, and Buffalo areas of New York with 60+ branch locations. HELOC lending available in New York and select Pennsylvania counties (Susquehanna, Bradford, Wyoming). Membership open to residents living, working, or studying in served communities, family members of current members, and employees of member companies. Headquarters: 4 Winners Circle Suite 202, Albany, NY 12205. Mailing: 700 Patroon Creek Blvd., Albany, NY 12206. 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.
Broadview FCU lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes in branch; 1-2 weeks by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Broadview FCU 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 18 account types at Broadview FCU.
View details →When someone dies
Death claim process
4-step process, 6 required documents, and contact information for survivors.
View details →Broadview FCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
SEFCU and CAP COM Federal Credit Union merged in 2023 to form Broadview Federal Credit Union. All former SEFCU and CAP COM accounts, routing numbers, and services transitioned to Broadview. The combined institution has approximately $9 billion in assets and more than 500,000 members with over 60 branches, making it one of the largest credit unions in New York state.
Membership is available through three pathways: residents who live, work, or study in Broadview's served communities (Capital Region, Binghamton, Syracuse, and Buffalo areas); family members of current Broadview members; and employees of member companies. A Primary Savings account with a $1 minimum deposit is required to establish membership.
Yes. Broadview Wealth Management provides investment advisory services. Contact Broadview Wealth Management at 518-782-0209 for details. Broadview also offers an Insurance Agency reachable at 888-250-6689. Wealth management and insurance products are not NCUA insured.
Yes. Deposit accounts including Free Checking, Primary Savings, Choice Savings, High Yield Savings, Money Market, and certificate accounts can be retitled to a revocable living trust. Visit a branch with your trust document or Certification of Trust, government-issued ID for all trustees, and the trust TIN/EIN. IRA accounts cannot be retitled to a trust; name the trust as IRA beneficiary instead.
Yes. In addition to revocable living trusts, Broadview accepts irrevocable trusts and burial trusts as specialty account types. Each requires specific documentation. Visit a branch or call 800-727-3328 to discuss the requirements for opening an irrevocable or burial trust account. See https://www.broadviewfcu.com/personal/specialty-accounts/ for details.
Yes. While IRA accounts cannot be retitled to a trust, you can name a trust as the IRA beneficiary. Complete an IRA beneficiary designation form through the Superior IRA program. Contact Broadview at 800-727-3328 or visit a branch for details on the IRA beneficiary designation process.
Broadview offers 24/7 live chat through the digital banking platform. The Member Service Center phone line (800-727-3328) is available Monday through Friday from 7:00 a.m. to 7:00 p.m. ET and Saturday from 8:00 a.m. to 2:00 p.m. ET. Online and mobile banking are available around the clock for account access, transfers, and bill pay.
Sources
Data sourced from Broadview FCU primary sources (15 pages reviewed). How we research.
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
TTY
Broadview Wealth Management
Broadview Insurance Agency
Debit Card Activation
Lost/Stolen Debit Card
Loss Mitigation
CSEA Member Support
WebsiteLearn more→
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
TTY
Broadview Wealth Management
Broadview Insurance Agency
Debit Card Activation
Lost/Stolen Debit Card
Loss Mitigation
CSEA Member Support
WebsiteLearn more→
Member Services
Phone1-800-727-3328
Mailing Address
Broadview FCU, 700 Patroon Creek Blvd., Albany, NY 12206
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Broadview FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
