Estate planning at Pelican State CU
How to protect 10 Pelican State CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
Member Services
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
How your Pelican State CU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Pelican State CU headquartered in Baton Rouge, LA. Branch locations across Louisiana. Membership open to employees/retirees of partner employers, residents of 43 eligible Louisiana parishes, Pelican CU employees, and members of partner associations. $15 minimum to join ($10 membership fee + $5 minimum balance in Simple Savings account). With 10 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Pelican State CU handles beneficiary designations in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Pelican State CU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at Pelican State CU.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Pelican State CU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Visit any Pelican branch with your trust document (or Certificate of Trust), government-issued photo ID for all trustees, and the trust EIN (or the grantor's SSN for a revocable trust). You complete new account paperwork in the trust name; existing accounts may need to be closed and reopened under the trust title. The Money Market account explicitly supports revocable and irrevocable trust ownership. IRA accounts cannot be retitled to a trust but can name a trust as beneficiary. A $15 minimum deposit in a Simple Savings account is required for membership.
Sources
Data sourced from Pelican State CU primary sources (13 pages reviewed). How we research.
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
Member Services
Pelican State Credit Union, PO Box 40088, Baton Rouge, LA 70835
Estate planning articles
Learn how to protect your Pelican State CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
