Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Glacier Hills CU→Preparing your estate

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 CU

Credit Union · Regional

glacierhills.com→
Glacier Hills CU logo

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Fax(262) 338-1495
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Hartford branch
(262) 673-6065
Hartford fax
(262) 670-6503
Fond du Lac branch
(920) 923-1001
Fond du Lac fax
(920) 923-0461
Mortgage (Becky)
(262) 338-2148
Mortgage (Allison)
(262) 438-1102
24/7 Loan Hotline
(262) 338-7777
CU Talk 24-hour Teller
(262) 438-1100
Bill Pay
(833) 544-8229
Debit Card Issues
(877) 805-2127
Credit Card Issues
(855) 624-7721
WebsiteLearn more→

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Fax(262) 338-1495
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Hartford branch
(262) 673-6065
Hartford fax
(262) 670-6503
Fond du Lac branch
(920) 923-1001
Fond du Lac fax
(920) 923-0461
Mortgage (Becky)
(262) 338-2148
Mortgage (Allison)
(262) 438-1102
24/7 Loan Hotline
(262) 338-7777
CU Talk 24-hour Teller
(262) 438-1100
Bill Pay
(833) 544-8229
Debit Card Issues
(877) 805-2127
Credit Card Issues
(855) 624-7721
WebsiteLearn more→

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Verified Jul 2026

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.

GlacierOne CheckingYES Checking AccountShare Savings AccountDream AccountGlacier Peak Money MarketSaver's SweepstakesGlacier Edge Money MarketCertificate of Deposit (CD)
1
Visit any Glacier Hills Credit Union branch with valid government-issued photo ID
2
Request to add a POD (Payable on Death) beneficiary to your deposit account
3
Provide beneficiary details:
  • Each beneficiary's full legal name and identifying information
  • Percentage allocations if naming multiple beneficiaries
  • For IRA accounts, complete separate beneficiary designation paperwork
4
Sign updated account documentation
5
Request a copy of the updated designation for your records

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
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • glacierhills.com

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 estate→

A 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 CU

Credit Union · Regional

glacierhills.com→
Glacier Hills CU logo

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Fax(262) 338-1495
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Hartford branch
(262) 673-6065
Hartford fax
(262) 670-6503
Fond du Lac branch
(920) 923-1001
Fond du Lac fax
(920) 923-0461
Mortgage (Becky)
(262) 338-2148
Mortgage (Allison)
(262) 438-1102
24/7 Loan Hotline
(262) 338-7777
CU Talk 24-hour Teller
(262) 438-1100
Bill Pay
(833) 544-8229
Debit Card Issues
(877) 805-2127
Credit Card Issues
(855) 624-7721
WebsiteLearn more→

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Fax(262) 338-1495
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Hartford branch
(262) 673-6065
Hartford fax
(262) 670-6503
Fond du Lac branch
(920) 923-1001
Fond du Lac fax
(920) 923-0461
Mortgage (Becky)
(262) 338-2148
Mortgage (Allison)
(262) 438-1102
24/7 Loan Hotline
(262) 338-7777
CU Talk 24-hour Teller
(262) 438-1100
Bill Pay
(833) 544-8229
Debit Card Issues
(877) 805-2127
Credit Card Issues
(855) 624-7721
WebsiteLearn more→

Glacier Hills Credit Union Member Services

Phone(262) 338-1888
Toll-Free(800) 820-1888
Emailinfo@glacierhills.com
Mailing Address

Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095

Verified Jul 2026

Estate planning articles

Learn how to protect your Glacier Hills CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

Get startedApp StoreGoogle Play
SimplyTrust app shown on a phone

Estate planning articles

Learn how to protect your Glacier Hills CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

Learn more
New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more