Estate planning and settlement at CU1
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-478-2222
How your CU1 accounts transfer at death depends on how each one is set up. As a membership-based credit union, CU1 alaska only. CU1 states that anyone who lives or works in the state is eligible for membership, and that membership begins with a $5 deposit into a Regular Share savings account, which maintains co-ownership of the credit union. Headquarters and the mailing address for member correspondence is 1941 Abbott Road, Anchorage, AK 99507. Routing number 325272063. Following the June 1, 2026 merger with MAC Federal Credit Union, CU1 operates 19 branch locations across Alaska (including the former MAC branches in the Fairbanks area) plus more than 50 ATM/ITMs of its own and the Co-op network of over 30,000 surcharge-free ATMs nationwide. CU1's merger page states a 20th branch was set to open in Homer in August 2026; the branch locator at https://www.cu1.org/locations did not list a Homer location when checked on 2026-09-12, so treat the 20th branch as announced rather than confirmed open. Branch hours vary by location. With 15 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
CU1 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.
CU1 has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at CU1.
Preparing your estate →Death claim process
Report the death to CU1's Member Services at 1-800-478-2222. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact CU1's Member Services at 1-800-478-2222. Email inquiries can be sent to membermail@cu1.org.
CU1 operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from CU1 primary sources (15 pages reviewed). How we research.
CU1 customer support
Member Services
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Toll-free
Fraud or card dispute
Lost or stolen card
Lost or stolen card (international)
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Mailing address
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Estate planning articles
Learn how to protect your CU1 accounts and other assets with trusts, beneficiary designations, and estate planning documents.
