How to name beneficiaries and fund a trust at LGE Community CU
Covers 9 deposit, 3 retirement, 1 investment, and 8 lending accounts — beneficiaries must be updated in-branch
Member Services
LGE Community Credit Union, P.O. Box 1188, Marietta, GA 30061-9974
Member Services
LGE Community Credit Union, P.O. Box 1188, Marietta, GA 30061-9974
Member Services (deceased-member accounts; legal documents intake)
LGE Community Credit Union, Attn: Member Services, P.O. Box 1188, Marietta, GA 30061-9974
Estate planning at LGE Community CU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because LGE Community CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.
LGE Community CU offers 21 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.
- Full legal name, date of birth, Social Security number, and relationship for each beneficiary
- Primary and contingent beneficiaries with percentage allocations
- For a trust beneficiary: the full legal trust name, date established, and trust EIN or SSN
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 currently available; must use branch, phone, or mail
- A beneficiary designation is changeable by any owner during their lifetime by written direction to LGE (Membership and Account Agreement, Beneficiary Account section, effective January 1, 2026)
- A beneficiary's interest is subject to LGE's right of set-off and to any pledge of the funds: an unpaid LGE loan or Visa balance is deducted from the account before the beneficiary is paid
- If all named beneficiaries predecease the owners, the funds are paid to the estate of the last surviving owner (beneficiary accounts have no rights of survivorship among beneficiaries)
- IRA beneficiary designations are separate from POD designations on deposit accounts
- Investment account beneficiary designations handled through LGE Investment Group / LPL Financial
Sources
Data sourced from LGE Community CU primary sources (30 pages reviewed). How we research.
Download these LGE Community CU instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against LGE Community CU primary sources. Bring it to the branch or keep it beside the phone.
Member Services
LGE Community Credit Union, P.O. Box 1188, Marietta, GA 30061-9974
Member Services
LGE Community Credit Union, P.O. Box 1188, Marietta, GA 30061-9974
Member Services (deceased-member accounts; legal documents intake)
LGE Community Credit Union, Attn: Member Services, P.O. Box 1188, Marietta, GA 30061-9974
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