How to name beneficiaries and fund a trust at Hanscom FCU
Covers 8 deposit, 5 retirement, and 10 lending accounts — beneficiaries must be updated in-branch
Phone800-656-4328
Toll-Free800-656-4328
Fax978-952-8535
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
Toll-free fax
After-hours fraud prevention
International fraud line
WebsiteLearn more →
Phone800-656-4328
Toll-Free800-656-4328
Fax978-952-8535
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
Toll-free fax
After-hours fraud prevention
International fraud line
WebsiteLearn more →
Death Claims
Phone800-656-4328
Toll-Free800-656-4328
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
WebsiteNotify online →
Verified Mar 2026
Preparing your Hanscom FCU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Hanscom 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.
With 23 product types, Hanscom FCU offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
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1
Visit any Hanscom FCU branch location.
2
Bring required documents:
- Valid government-issued photo ID
3
Request a beneficiary designation or Totten Trust form.
4
Complete and sign the form at the branch.
5
Branch staff will process the beneficiary update.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD (Payable on Death) designations available for deposit accounts.
- Totten Trust accounts available as an alternative beneficiary designation method.
- IRA accounts have separate beneficiary designations on the IRA application.
- Trusts can be named as POD beneficiaries on deposit accounts.
- The credit union will not automatically notify beneficiaries; account holders should inform their beneficiaries.
- The credit union makes no representations as to the appropriateness or effect of ownership and beneficiary designations.
Phone800-656-4328
Toll-Free800-656-4328
Fax978-952-8535
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
Toll-free fax
After-hours fraud prevention
International fraud line
WebsiteLearn more →
Phone800-656-4328
Toll-Free800-656-4328
Fax978-952-8535
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
Toll-free fax
After-hours fraud prevention
International fraud line
WebsiteLearn more →
Death Claims
Phone800-656-4328
Toll-Free800-656-4328
Mailing Address
Hanscom Federal Credit Union, 25 Porter Road, Suite 100, Littleton, MA 01460-1434
WebsiteNotify online →
Verified Mar 2026
Estate planning documents for Hanscom FCU customers
Free documents designed to protect your Hanscom FCU accounts.
