What to do when a Greylock FCU account holder dies
Contact Greylock FCU — 2-step process, 5 required documents, and pod and joint accounts processed upon verification of documents; estate accounts vary based on massachusetts probate requirements
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Community Empowerment Center
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Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Community Empowerment Center
Telephone Banking (Nice Touch Plus)
Telephone Banking (Alternate)
Telephone Banking (Toll-Free Alternate)
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Member Services (Death Claims)
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Verified Apr 2026
When a Greylock FCU member passes away, the Member Services (Death Claims) handles the transition of accounts to beneficiaries or the estate. Accounts with Payable on Death designations or trust ownership transfer outside of probate, while solely-owned accounts may require Letters Testamentary or Letters of Administration from the probate court.
The claim process begins with a phone call to 1-413-236-4000. Have the account holder's full name, account numbers, and a certified death certificate available when making initial contact.
Death claim process
To file a claim after an account holder's death, here is what Greylock FCU requires:
Filing a claim
1
Contact Greylock FCU at 413-236-4000 or 1-800-207-5555, or visit any branch to report the death of a member.
2
Gather required documents based on account type:
- POD accounts: named beneficiary provides certified death certificate and government-issued photo ID to claim funds
- Joint accounts with right of survivorship: surviving owner provides certified death certificate; account passes solely into surviving owner's name
- Non-POD/non-joint accounts: executor or administrator provides Letters Testamentary or Letters of Administration from probate court
- IRA accounts: designated beneficiary provides certified death certificate and completes distribution election paperwork
- Trust-titled accounts: successor trustee provides trust document, death certificate, and trustee identification
Required Documents
- Certified death certificate (5-10 certified copies recommended)
- Government-issued photo ID for claimant
- Letters Testamentary or Letters of Administration (if no POD/joint account)
- Small Estate Affidavit (if estate qualifies under Massachusetts law)
- Trust documents (if trust is named as beneficiary or for trust-titled accounts)
Greylock FCU does not publish a dedicated deceased account webpage. Contact the main phone line at 413-236-4000 or 1-800-207-5555 to initiate the death claim process. Credit life insurance is available on auto loans to pay off the loan balance upon death of the borrower.
How long the process takes at Greylock FCU: POD and joint accounts processed upon verification of documents; estate accounts vary based on Massachusetts probate requirements. The most common reason for delays is missing or incomplete documentation, so submitting everything upfront is the best way to keep things moving.
Documentation required by Greylock FCU includes Certified death certificate (5-10 certified copies recommended), Government-issued photo ID for claimant, and Letters Testamentary or Letters of Administration (if no POD/joint account), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
POD beneficiary designations are available for checking, savings, money market, and certificate accounts. Visit any branch with government-issued photo ID, call 413-236-4000 or 1-800-207-5555, or request a form by mail. A trust can be named as a POD beneficiary on deposit accounts. Multiple beneficiaries are permitted with customizable percentage allocations. IRA accounts use a separate beneficiary designation form. A beneficiary designation on file with Greylock FCU overrides a will or trust.
Call Greylock FCU at 413-236-4000 or 1-800-207-5555 (member service representatives are available 24/7), or visit any branch. The required documents depend on the account type: POD accounts require a certified death certificate and photo ID from the named beneficiary; joint accounts pass to the surviving owner with a death certificate; non-POD/non-joint accounts require Letters Testamentary or Letters of Administration from probate court; IRA beneficiaries complete distribution election paperwork; trust-titled accounts require the trust document and successor trustee identification.
Greylock FCU's Member Services (Death Claims) can be reached by phone at 1-800-207-5555 for questions throughout the claims process.
If the deceased held multiple Greylock FCU 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.
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Community Empowerment Center
Telephone Banking (Nice Touch Plus)
Telephone Banking (Alternate)
Telephone Banking (Toll-Free Alternate)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
Debit Card Travel Note
Debit Card PIN Change/Activation
Debit Card PIN Change (Active Card)
WebsiteLearn more→
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Community Empowerment Center
Telephone Banking (Nice Touch Plus)
Telephone Banking (Alternate)
Telephone Banking (Toll-Free Alternate)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
Debit Card Travel Note
Debit Card PIN Change/Activation
Debit Card PIN Change (Active Card)
WebsiteLearn more→
Member Services (Death Claims)
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Verified Apr 2026
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