What to do when a GreenState CU account holder dies

Processing timelines at GreenState CU: POD and joint accounts processed within days of document verification; non-POD accounts vary based on probate requirements and Iowa or applicable state law. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

GreenState CU requires several documents to process a claim, including Certified death certificate, Government-issued photo ID for claimant, and Letters Testamentary or Letters of Administration (for accounts without POD, joint ownership, or trust titling), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

GreenState CU's Member Services (Death Claims) can be reached by phone at 1-800-397-3790 and email at service@greenstate.org for questions throughout the claims process.

If the deceased held multiple GreenState CU accounts, each may require a separate claim or have different documentation requirements. The Member Services (Death Claims) can confirm which accounts require individual attention and which can be processed together.