Estate planning at Global CU
How to protect 11 Global CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Brand change
Alaska USA Federal Credit Union is the surviving legal entity of the merger legally completed August 1, 2022 with Global Credit Union (Spokane); it began operating under the Global Credit Union name on April 3, 2023 (its fifth name since 1948). The legal entity is Global Federal Credit Union. Same credit union, same member numbers and accounts -- a name change, not a new institution. Existing POD beneficiary designations, joint ownership, and trust titling carried over. Legacy Support (LegacySupport@globalcu.org, 800-525-9094) handles estate settlement for accounts opened under either former name. Effective April 2023.
The procedures below reflect Global CU's accounts. Account servicing may transfer as the change takes effect.
Member Service Center
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Member Service Center
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Legacy Support / Operations Support
Global Credit Union, Operations Support, PO Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Global CU is a credit union offering 11 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 designations at Global CU can be managed in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
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 11 account types at Global CU.
View details →When someone dies
Death claim process
9-step process, 8 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.
Sources
Data sourced from Global CU primary sources (22 pages reviewed). How we research.
Member Service Center
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Member Service Center
Global Credit Union, P.O. Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Legacy Support / Operations Support
Global Credit Union, Operations Support, PO Box 196613, Anchorage, AK 99519-6613 (express deliveries: 4000 Credit Union Drive, Anchorage, AK 99503)
Estate planning articles
Learn how to protect your Global CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
