How to name beneficiaries and fund a trust at Broadview FCU
Covers 13 deposit, 4 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
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
There are two ways to keep your Broadview FCU accounts out of probate: adding Payable on Death designations and retitling accounts into a trust. Because Broadview FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Both methods ensure your accounts transfer directly to the people you choose, without court involvement.
With 18 product types, Broadview FCU offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
Broadview Free CheckingBroadview Primary SavingsBroadview Choice SavingsBroadview High Yield SavingsBroadview Holiday ClubBroadview Health Savings AccountBroadview Money MarketBroadview Fixed-Rate Share CertificateBroadview Bump Up Share CertificateBroadview Add-On CertificateBroadview Young Adult CheckingBroadview Youth SavingsBroadview UTMA Account
1
Visit any Broadview branch location with government-issued photo ID
2
Request to add or update POD (Payable on Death) beneficiary designation
3
Provide beneficiary details:
- Full legal name
- Date of birth
- Social Security number
4
All account holders must sign the form
5
Branch representative will process the request
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD (Payable on Death) available for personal deposit accounts including checking, savings, money market, and certificates
- IRA beneficiary designations use a separate process through the Superior IRA program
- Business accounts are not eligible for POD beneficiary designation
- Youth and Young Adult accounts are not eligible for beneficiary designations
- A trust can be named as POD beneficiary on eligible deposit accounts
- Online beneficiary designation is not currently available
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.
