What to do when a Glacier Hills CU account holder dies
Contact Glacier Hills CU — 4-step process, 5 required documents, and varies based on account type and documentation; pod claims typically faster than probate
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
After a member of Glacier Hills CU dies, the Glacier Hills Credit Union Member Services manages the transfer of accounts. POD-designated and trust-owned accounts pass directly to beneficiaries. Accounts held solely in the member's name may require probate court documents—Letters Testamentary or Letters of Administration—before funds can be released.
Claims can be filed by phone ((262) 338-1888) or by emailing documentation to info@glacierhills.com. Before reaching out, gather the account holder's full name, account numbers, and a certified death certificate.
Death claim process
Follow these steps to file a death claim with Glacier Hills CU:
Filing a claim
- Call (262) 338-1888 or visit a local branch
- Provide the deceased member's full legal name and account number
- For POD accounts: beneficiary provides death certificate and valid government-issued ID to claim funds
- For joint accounts with survivorship: ownership passes automatically to surviving owner(s)
- For non-POD individual accounts: executor provides Letters Testamentary or Letters of Administration
- For IRA accounts: beneficiary provides death certificate and completes distribution paperwork
- For trust accounts: provide trust documentation and successor trustee identification
Required Documents
- Certified death certificate
- Government-issued photo ID for beneficiary or authorized representative
- Letters Testamentary or Letters of Administration (for probate estates)
- Trust documentation (if account was held in trust)
- Small Estate Affidavit (if applicable under Wisconsin law)
What to know at this institution
Accounts are NCUA-insured up to $250,000 per depositor. Wisconsin allows transfer by affidavit for estates valued at $50,000 or less (Wis. Stat. 867.03). Early withdrawal penalties on certificates may be waived upon death of account holder. Contact Glacier Hills Credit Union at (262) 338-1888 for death claim assistance.
Prepare your letter of instruction to Glacier Hills CU
Glacier Hills CU accepts a claimant-drafted letter of instruction. We draft it for you — addressed to Glacier Hills CU's verified claims department, with the documents it requires enclosed.
Build your letter of instructionExpected timelines at Glacier Hills CU: Varies based on account type and documentation; POD claims typically faster than probate. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.
Documentation required by Glacier Hills CU includes Certified death certificate, Government-issued photo ID for beneficiary or authorized representative, and Letters Testamentary or Letters of Administration (for probate estates), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
Visit any Glacier Hills Credit Union branch or call (262) 338-1888. For deposit accounts (checking, savings, money market, CDs), request to add a POD (Payable on Death) beneficiary designation. For IRA accounts, separate beneficiary designation paperwork is required. Bring government-issued photo ID and your beneficiary's full legal name and identifying information.
Contact Glacier Hills Credit Union at (262) 338-1888 or visit a branch. For POD (Payable on Death) accounts, the named beneficiary presents a certified death certificate and government-issued ID to claim funds. For joint accounts with survivorship, ownership passes automatically to the surviving owner. For accounts without POD or joint ownership, the estate representative must provide Letters Testamentary or Letters of Administration. Wisconsin allows transfer by affidavit for estates valued at $50,000 or less (Wis. Stat. 867.03). Early withdrawal penalties on certificates may be waived upon the death of the account holder.
Glacier Hills CU's Glacier Hills Credit Union Member Services can be reached by phone at (800) 820-1888 and email at info@glacierhills.com for questions throughout the claims process.
When the deceased had multiple Glacier Hills CU accounts, some may need separate claims while others can be handled together. The Glacier Hills Credit Union Member Services can clarify what's needed for each account type.
Sources
Data sourced from Glacier Hills CU primary sources (22 pages reviewed). How we research.
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Glacier Hills Credit Union Member Services
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
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