What to do when a Jeanne D'Arc CU account holder dies
Contact Jeanne D'Arc CU — 3-step process, 5 required documents, and pod and joint accounts processed upon verification of documents; estate accounts vary based on probate requirements
Member Contact Center
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
P.O. Box 1238, Lowell, MA 01853
WebsiteLearn more →
Member Contact Center
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
P.O. Box 1238, Lowell, MA 01853
WebsiteLearn more →
Member Contact Center (Death Claims)
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
Jeanne D'Arc Credit Union, P.O. Box 1238, Lowell, MA 01853
Verified Mar 2026
When a Jeanne D'Arc CU member passes away, the Member Contact Center (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 978-452-5001. Have the account holder's full name, account numbers, and a certified death certificate available when making initial contact.
Death claim process
Here is the step-by-step death claim process at Jeanne D'Arc CU:
Filing a claim
1
Contact Jeanne D'Arc Credit Union at 978-452-5001 or toll-free 877-604-5328, or visit any branch to report the death
2
Gather required documents and follow the process for the applicable account type:
- POD accounts: 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 to remove deceased from account
- Non-POD/non-joint accounts: executor or administrator provides estate documents (Letters Testamentary or Letters of Administration)
- IRA accounts: designated beneficiary provides certified death certificate and government-issued photo ID; distribution options depend on beneficiary type
3
Surviving family members should update their own beneficiary designations
Required Documents
- Certified death certificate
- 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 or New Hampshire law)
- Trust documents (if trust is named as beneficiary)
Jeanne D'Arc Credit Union does not publish a dedicated death claim or deceased member page. Contact the Member Contact Center at 978-452-5001 or visit any branch for assistance with deceased member accounts.
Processing timelines at Jeanne D'Arc CU: POD and joint accounts processed upon verification of documents; estate accounts vary based on probate requirements. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Jeanne D'Arc 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 (if no POD/joint account), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.
Frequently asked questions
Visit any Jeanne D'Arc Credit Union branch or call 978-452-5001 (Mon-Fri 8 AM - 6 PM ET, Sat 9 AM - 2 PM ET) to request a POD (Payable on Death) beneficiary designation form. Online beneficiary designation is not currently available. You will need to provide beneficiary details including full name, date of birth, Social Security number, and relationship. Review beneficiary designations periodically and after major life events such as marriage, divorce, or birth of a child.
Contact Jeanne D'Arc Credit Union at 978-452-5001 or toll-free 877-604-5328 (Mon-Fri 8 AM - 6 PM ET, Sat 9 AM - 2 PM ET) or visit any branch. You will need a certified death certificate and government-issued photo ID. For POD accounts, beneficiaries can claim funds directly. For accounts without POD or joint ownership, Letters Testamentary or Letters of Administration from the probate court are required.
Jeanne D'Arc CU's Member Contact Center (Death Claims) can be reached by phone at 1-877-604-5328 for questions throughout the claims process.
If the deceased held multiple Jeanne D'Arc CU accounts, each may require a separate claim or have different documentation requirements. The Member Contact Center (Death Claims) can confirm which accounts require individual attention and which can be processed together.
Member Contact Center
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
P.O. Box 1238, Lowell, MA 01853
WebsiteLearn more →
Member Contact Center
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
P.O. Box 1238, Lowell, MA 01853
WebsiteLearn more →
Member Contact Center (Death Claims)
Phone978-452-5001
Toll-Free1-877-604-5328
Mailing Address
Jeanne D'Arc Credit Union, P.O. Box 1238, Lowell, MA 01853
Verified Mar 2026
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