How to name beneficiaries and fund a trust at Keesler Federal
Covers 12 deposit, 4 retirement, and 1 investment accounts — beneficiaries must be updated in-branch
Member Contact Center
Phone1-888-533-7537
Mailing Address
PO Box 7001, Biloxi, MS 39534
WebsiteLearn more →
Member Contact Center
Phone1-888-533-7537
Mailing Address
PO Box 7001, Biloxi, MS 39534
WebsiteLearn more →
Member Contact Center (Death Claims)
Phone1-888-533-7537
Mailing Address
Keesler Federal Credit Union, PO Box 7001, Biloxi, MS 39534
Verified Mar 2026
Preparing your Keesler Federal accounts for estate transfer involves two key steps: designating beneficiaries on each account and, where appropriate, retitling accounts into a trust. Because Keesler Federal 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.
Keesler Federal offers 17 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.
Checking PlusChecking PaysFree4all CheckingChecking SaverSimply DebitPrimary Share SavingsAlternate Share SavingsChristmas Share SavingsHigh Interest Money Market Account (HIMMA)HIMMA PremierShare CertificateFirstStep Certificate
1Visit any Keesler Federal branch with government-issued photo ID
2Request a POD (Payable on Death) beneficiary designation form
3Provide beneficiary details: full name, date of birth, Social Security number, and relationship
4Designate primary and contingent beneficiaries
5Specify percentage allocation if naming multiple beneficiaries
6Sign 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, certificates, money market)
- Online beneficiary designation is not available; must use branch, phone, or mail
- IRA and Keogh beneficiary designations are separate from POD designations on deposit accounts
- Review recommended every 3-5 years or after marriage, divorce, or birth of a child
Member Contact Center
Phone1-888-533-7537
Mailing Address
PO Box 7001, Biloxi, MS 39534
WebsiteLearn more →
Member Contact Center
Phone1-888-533-7537
Mailing Address
PO Box 7001, Biloxi, MS 39534
WebsiteLearn more →
Member Contact Center (Death Claims)
Phone1-888-533-7537
Mailing Address
Keesler Federal Credit Union, PO Box 7001, Biloxi, MS 39534
Verified Mar 2026
Estate planning documents for Keesler Federal customers
Free documents designed to protect your Keesler Federal accounts.