Estate planning and settlement at Broadview FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-727-3328
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 branch network is entirely in New York — the Capital Region, Binghamton, Syracuse, and Buffalo areas. Membership is open to people who live, work, worship, or attend school in the listed New York communities, to family members of current members, and to employees and members of several thousand select employer groups and organizations (field of membership published at https://www.broadviewfcu.com/about-us/membership-eligibility/, stated as of 7/24/2025). A small number of those employer groups are in northeastern Pennsylvania (Hallstead, Hop Bottom, Choconut, Brackney, South Montrose, Warren Center), and HELOC lending is offered in New York State plus the Pennsylvania counties of Susquehanna, Bradford, and Wyoming. Headquarters and principal address: 4 Winners Circle, Suite 202, Albany, NY 12205. Mailing address: 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 phone, and 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at Broadview FCU.
Preparing your estate →Death claim process
Report the death to Broadview FCU's Member Service Center at 1-800-727-3328. The page lists the steps and the documents to send.
When someone dies →Broadview FCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Broadview FCU primary sources (18 pages reviewed). How we research.
Broadview FCU customer support
Member Service Center
Phone
Live chat
Broadview Wealth Management
Broadview Insurance Agency, LLC
Activate Debit Card
Lost/Stolen Debit Card
Loss Mitigation
Loss Mitigation (toll-free)
CSEA Member Support
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Broadview FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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