What to do when a Glacier Hills CU account holder dies
Report the death to Glacier Hills Credit Union Member Services at 1-800-820-1888
After a member of Glacier Hills CU dies, 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 (1-262-338-1888) or by emailing documentation to info@glacierhills.com. Before reaching out, gather the account holder's full name, account numbers, and the death certificate.
Death claim process
Follow these steps to file a death claim with Glacier Hills CU:
Filing a claim
- Call Member Services at (262) 338-1888 or (800) 820-1888, or visit the West Bend, Jackson, Hartford or Fond du Lac branch
- Give the deceased member's full legal name, address and account or member number
- Settle the account with Glacier Hills directly: the 5,400+ shared branches in the network handle deposits, withdrawals, payments and balance inquiries, not deceased-member claims
- A certified death certificate
- Your own valid government-issued photo ID
- Letters Testamentary or Letters of Administration if you are acting as personal representative
- The trust agreement or Certificate of Trust if the account was held in trust
Required Documents
- Certified death certificate
- Government-issued photo ID, for the beneficiary, surviving owner, trustee or personal representative
- Letters Testamentary or Letters of Administration, for a probate estate
- Trust agreement or Certificate of Trust, if the account was held in trust
- Transfer by affidavit, for a small estate, under Wisconsin's transfer-by-affidavit procedure
What happens to each kind of account6
- Account in one name
For an individual account with no payable-on-death beneficiary and no joint owner, the estate representative presents Letters Testamentary or Letters of Administration, or uses a transfer by affidavit if the estate qualifies.1
- IRA
The named beneficiary presents the death certificate and completes distribution paperwork.1
- Health savings account
The named beneficiary presents the death certificate and completes distribution paperwork.1
- Trust account
The successor trustee presents the trust agreement or Certificate of Trust plus photo ID.1
- Certificate of deposit
Certificates renew automatically at maturity and carry an early-withdrawal penalty.1
What Glacier Hills CU provides to the estate1
- Statement copies
The Fee Menu prices a Statement Copy and a Check Copy at $5 each, both free through online account access. Account reconciliation and research runs $20 per hour with a $10 minimum.2
What Glacier Hills CU's agreement and guidance say3
- Fees
The Fee Menu prices a cashier's check at $2 and a certified check at $6 each, an outgoing domestic wire at $20, returned mail at $5, and a Medallion Signature Guarantee at $15 in branch. A $50 Levy Fee applies if a creditor garnishes the account.2
- Membership
Reopening a membership within 90 days of closing it costs $10 under the Fee Menu, and the $5 share account is what carries membership.2
- Dormant and unclaimed accounts
A dormant account fee of $5 per month applies once an account sits 36 months without activity.2
Not in Glacier Hills CU's published guidance1
- A claim form
Sources2
Glacier Hills Credit Union Member Services can be reached by phone at 1-800-820-1888, email at info@glacierhills.com, and fax at 1-262-338-1495 for questions throughout the claims process.
Sources
(1)·
Data sourced from Glacier Hills CU primary sources (15 pages reviewed). How we research.
Glacier Hills CU death claims support
Glacier Hills Credit Union Member Services
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Toll-free
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Forms for Settling an Estate
Free forms for settling an estate: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for your state.
Affidavit of Death
Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.
IRS Form 56
Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
Tools for Settling an Estate
Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for your state.
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What Happens to Jointly Owned Property When an Owner Dies?
See what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.
Do I Have to File Tax Returns for Someone Who Died?
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How Do I Settle an Estate?
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What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
