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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

OverviewPreparing your estateWhen someone dies

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 May 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

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 May 2026

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