How to name beneficiaries and fund a trust at Jeanne D'Arc CU
Covers 11 deposit, and 4 retirement accounts — beneficiaries must be updated in-branch
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
Preparing your Jeanne D'Arc CU accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Jeanne D'Arc CU 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.
Jeanne D'Arc CU 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.
Fee Free CheckingPremier CheckingSenior Premier CheckingStartStrong CheckingStatement SavingsSenior Statement SavingsWinStrong SavingsStartStrong SavingsStartStrong Goal AccountM3 Money Club SavingsCertificate of Deposit (CD)
1
Visit any Jeanne D'Arc Credit Union branch with government-issued photo ID
2
Request a POD (Payable on Death) beneficiary designation form
3
Provide beneficiary details:
- Full name, date of birth, Social Security number, and relationship
- 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 deposit accounts (checking, savings, CDs)
- Online beneficiary designation is not available; must visit a branch or call to request forms
- IRA beneficiary designations are separate from POD designations on deposit accounts
- Review recommended after marriage, divorce, birth of a child, or other major life events
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
Estate planning documents for Jeanne D'Arc CU customers
Free documents designed to protect your Jeanne D'Arc CU accounts.
