How to name beneficiaries and fund a trust at Greylock FCU
Covers 11 deposit, and 4 retirement accounts — beneficiaries must be updated in-branch
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)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
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)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
WebsiteLearn more →
Member Services (Death Claims)
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Verified Mar 2026
Preparing your Greylock FCU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Greylock FCU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts with Payable on Death designations or trust ownership bypass probate entirely.
Greylock FCU offers 15 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Free CheckingRound Up CheckingRelationship CheckingPrimary Share SavingsShare SavingsShare PreferredHoliday ClubAdvantage Money MarketTerm Share CertificateWealth Builders CertificatePromotional Share Certificate
1
Visit any Greylock FCU branch with government-issued photo ID.
2
Request a Payable on Death (POD) beneficiary designation form.
3
Complete the form with beneficiary details:
- Full name, date of birth, Social Security number, and relationship for each beneficiary
- Designate primary and contingent beneficiaries
- Specify percentage allocation if naming multiple beneficiaries
4
Sign and submit the completed form.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available for checking, savings, money market, and certificate accounts
- POD designations do not apply to IRA accounts; IRAs use a separate beneficiary designation
- A trust can be named as a POD beneficiary on deposit accounts
- Multiple beneficiaries permitted with customizable percentage allocations
- Review recommended after marriage, divorce, birth, or death of a beneficiary
- A will or trust does not override the beneficiary designation form on file with Greylock FCU
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)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
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)
Credit Card Lost/Stolen
Credit Card Fraud
Debit Card Lost/Stolen
Debit Card Fraud Alerts
Debit Card Disputes
WebsiteLearn more →
Member Services (Death Claims)
Phone1-413-236-4000
Toll-Free1-800-207-5555
Mailing Address
150 West St, Pittsfield, MA 01201
Verified Mar 2026
Estate planning documents for Greylock FCU customers
Free documents designed to protect your Greylock FCU accounts.
