How to name beneficiaries and fund a trust at Great Plains FCU
Covers 13 deposit, 5 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
Member Services
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
WebsiteLearn more→
Member Services
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
WebsiteLearn more→
Member Services (Death Claims)
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
Verified Apr 2026
There are two ways to keep your Great Plains FCU accounts out of probate: adding Payable on Death designations and retitling accounts into a trust. Because Great Plains FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Both methods ensure your accounts transfer directly to the people you choose, without court involvement.
Great Plains FCU has 21 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Economy Share Draft AccountRegular Share Draft AccountMoney Market Share Draft AccountPrime Savings AccountRegular Savings AccountChristmas Club Account91-Day Certificate of Deposit6-Month Certificate of Deposit1-Year Certificate of Deposit2-Year Certificate of Deposit3-Year Certificate of Deposit4-Year Certificate of Deposit5-Year Certificate of Deposit
1
Visit any Great Plains FCU branch with government-issued photo ID
2
Request a Payable on Death (POD) beneficiary designation form
3
Provide beneficiary details:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
4
Designate primary and contingent beneficiaries
5
Specify percentage allocation if naming multiple beneficiaries
6
Sign and submit the completed form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available for deposit accounts (checking, savings, certificates, money market)
- IRA accounts use a separate beneficiary designation; POD does not apply to IRAs
- A trust can be named as a POD beneficiary on deposit accounts
- A will or trust does not override the beneficiary designation form on file
- Review recommended after marriage, divorce, birth, or death of a beneficiary
Member Services
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
WebsiteLearn more→
Member Services
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
WebsiteLearn more→
Member Services (Death Claims)
Phone1-417-626-8500
Toll-Free1-800-388-1318
Fax1-417-626-8114
Mailing Address
Great Plains FCU, P.O. Box 463, Joplin, MO 64802
Verified Apr 2026
Estate planning articles
Learn how to protect your Great Plains FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
