How to name beneficiaries and fund a trust at Glacier Hills CU
Covers 8 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
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
Preparing your Glacier Hills CU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Glacier Hills CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts with Payable on Death designations or trust ownership bypass probate entirely.
The transfer rules at Glacier Hills CU vary across 12 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
- Each beneficiary's full legal name and identifying information
- Percentage allocations if naming multiple beneficiaries
- For IRA accounts, complete separate beneficiary designation paperwork
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes are typically handled in branch with signed documentation
- IRA beneficiary designations are handled separately from deposit account POD designations
- Joint account holders may need to agree on beneficiary designations
- No downloadable PDF beneficiary form was available on glacierhills.com at last verification -- contact a branch for the current form
Sources
Data sourced from Glacier Hills CU primary sources (22 pages reviewed). How we research.
Download these Glacier Hills CU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Glacier Hills CU primary sources. Bring it to the branch or keep it beside the phone.
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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