Estate planning at Global CU
How to protect 10 Global CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Service Center
Phone1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
International
Home Loans
Veterans Specialist
WebsiteLearn more→
Member Service Center
Phone1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
International
Home Loans
Veterans Specialist
WebsiteLearn more→
Legacy Support
Phone1-800-525-9094
Toll-Free1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
WebsiteNotify online→
Verified Apr 2026
Global CU is a credit union offering 10 accounts that interact with estate planning in different ways. As a membership-based credit union, Global CU headquartered in Anchorage, AK. Membership open to those who live, work, worship, or attend school in Alaska, Washington, Arizona (Maricopa County), Idaho (Kootenai County), or California (San Bernardino County). Also open to Department of Defense employees worldwide and immediate family of current members. Also serves military installations in Italy. Access to 55,000+ surcharge-free ATMs and 5,600+ CO-OP shared branching locations in all 50 states. $5 membership fee required. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary changes at Global CU can be made in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Global CU: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at Global CU.
View details →When someone dies
Death claim process
5-step process, 6 required documents, and contact information for survivors.
View details →Global CU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Membership is open to anyone who lives, works, worships, or attends school in Alaska, Washington, Arizona (Maricopa County), Idaho (Kootenai County), or California (San Bernardino County). Department of Defense employees worldwide and immediate family members of current members are also eligible. A $5 membership fee is required.
Yes. Global Credit Union offers IRA Certificate accounts with a $500 minimum deposit and terms ranging from 30 days to 60 months. The APY is fixed until maturity. Existing IRAs from other institutions can be rolled over into a Global IRA Certificate without withdrawal penalties. IRA accounts are separately insured up to $250,000 by the NCUA.
Contact the Member Service Center at 800-525-9094 or visit any branch to open a trust account. You will need to provide a copy of the trust document (or Certificate of Trust) showing the trust name, establishing signatures, and trustee designations, along with a Social Security number or EIN for the trust and government-issued ID for each trustee. Trust accounts cannot be opened through the mobile app. Both revocable and irrevocable living trust accounts are available for savings, checking, money market, and certificate account types.
Sources
Data sourced from Global CU primary sources (16 pages reviewed). How we research.
Member Service Center
Phone1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
International
Home Loans
Veterans Specialist
WebsiteLearn more→
Member Service Center
Phone1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
International
Home Loans
Veterans Specialist
WebsiteLearn more→
Legacy Support
Phone1-800-525-9094
Toll-Free1-800-525-9094
Mailing Address
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Global CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
