How to name beneficiaries and fund a trust at Keesler Federal
Covers 13 deposit, 4 retirement, and 1 investment accounts — beneficiaries must be updated in-branch
Member Contact Center
PO Box 7001, Biloxi, MS 39534
Member Contact Center
PO Box 7001, Biloxi, MS 39534
Member Contact Center (Death Claims)
Keesler Federal Credit Union, PO Box 7001, Biloxi, MS 39534
The goal with your Keesler Federal accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Keesler Federal is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Accounts without either one will require probate, which means court involvement and delays for your family.
Keesler Federal has 18 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
- 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
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
Sources
Data sourced from Keesler Federal primary sources (18 pages reviewed). How we research.
Download these Keesler Federal instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Keesler Federal primary sources. Bring it to the branch or keep it beside the phone.
Member Contact Center
PO Box 7001, Biloxi, MS 39534
Member Contact Center
PO Box 7001, Biloxi, MS 39534
Member Contact Center (Death Claims)
Keesler Federal Credit Union, PO Box 7001, Biloxi, MS 39534
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