Estate planning at GreenState CU
How to protect 11 GreenState CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through GreenState CU's GreenState Trust Services (Members Trust Company)
GreenState Trust Services (Members Trust Company)
Phone1-800-397-3790
Mailing Address
PO Box 800, North Liberty, IA 52317-0800
WebsiteLearn more→
Member Services (Death Claims)
Phone1-800-397-3790
Toll-Free1-800-397-3790
Mailing Address
PO Box 800, North Liberty, IA 52317-0800
Verified Apr 2026
GreenState CU offers 11 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, GreenState CU membership open to anyone who lives or works anywhere in Iowa, or in bordering counties in Illinois (Boone, Carroll, DuPage, Hancock, Henderson, Henry, Jo Daviess, Kane, Knox, McHenry, Mercer, Ogle, Rock Island, Stephenson, Warren, Whiteside, Will County north of I-80, Winnebago), Nebraska (Dakota, Thurston, Burt, Washington, Douglas, Sarpy, Cass, Otoe), South Dakota (Union, Lincoln, Minnehaha, Moody, Brookings), and Wisconsin counties bordering Iowa. University of Iowa students, alumni, and staff are also eligible, as are Iowa Consumer Council / American Consumer Council members and direct family of current members. Surcharge-free access to 30,000+ CO-OP ATMs and 43,000+ Allpoint ATMs. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
GreenState CU handles beneficiary designations 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 GreenState 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 GreenState CU.
View details →When someone dies
Death claim process
Contact GreenState CU's GreenState Trust Services (Members Trust Company) to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact GreenState CU's GreenState Trust Services (Members Trust Company) at 1-800-397-3790.
GreenState 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
Visit any GreenState branch (the trust-funding process is not available online). Bring the pages of the trust agreement that show the trust name, establishing signatures, and trustee designations -- or a Certificate of Trust -- plus the trust's SSN or EIN and government-issued ID for every trustee. A member service representative will open or retitle the account in the name of the trust. Trust-titled accounts are available for savings, checking, money market, and certificate products. GreenState does not act as trustee and does not enforce the terms of the trust. For full-service trust administration, see GreenState Trust Services (Members Trust Company).
Sources
Data sourced from GreenState CU primary sources (16 pages reviewed). How we research.
GreenState Trust Services (Members Trust Company)
Phone1-800-397-3790
Mailing Address
PO Box 800, North Liberty, IA 52317-0800
WebsiteLearn more→
Member Services (Death Claims)
Phone1-800-397-3790
Toll-Free1-800-397-3790
Mailing Address
PO Box 800, North Liberty, IA 52317-0800
Verified Apr 2026
Estate planning articles
Learn how to protect your GreenState CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
