Estate planning and settlement at Service CU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-936-7730 ext. 2255
Service CU offers 13 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Service CU 37 branches in the United States and branches on 14 military bases in Germany. U.S. branches include New Hampshire locations, Haverhill and Falmouth in Massachusetts, and Grand Forks Air Force Base in North Dakota. Membership is open to all who serve or have served in the U.S. military or for the Department of Defense and their immediate family members, immediate family members of existing members, individuals in the same household as members or eligible non-members, employees or members of a Select Employer Group (Workplace Partner), and members of the American Consumer Council or the Financial Fitness Association. Headquarters: 3003 Lafayette Road, Portsmouth, NH 03801. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Beneficiary changes at Service CU can be made in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Service CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Service CU.
Preparing your estate →Death claim process
Report the death to Service CU's Inheritor Services at 1-800-936-7730 ext. 2255. The page lists the steps and the documents to send.
When someone dies →Because Service CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Service CU primary sources (25 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Service CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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