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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Service CU→Preparing your estate

How to name beneficiaries and fund a trust at Service CU

Covers 9 deposit, 3 retirement, and 2 investment accounts — beneficiaries must be updated in-branch

Service CU

Credit Union · Regional

servicecu.org→
Service CU logo

Member Service

Phone00800-4728-2000
Toll-Free1-800-936-7730
Emailmemberservice@servicecu.org
Fax603-422-8451
Mailing Address

Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801

Real Estate Loans
1-800-619-6575
Automated Telephone Teller
1-800-962-6385
Text Chat
877-849-4559
Germany Commercial
06302-681-82060
WebsiteLearn more→

Member Service

Phone00800-4728-2000
Toll-Free1-800-936-7730
Emailmemberservice@servicecu.org
Fax603-422-8451
Mailing Address

Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801

Real Estate Loans
1-800-619-6575
Automated Telephone Teller
1-800-962-6385
Text Chat
877-849-4559
Germany Commercial
06302-681-82060
WebsiteLearn more→

Inheritor Services

Phone1-800-936-7730
Emailinheritorservices@servicecu.org
Fax603-430-6559
Mailing Address

Inheritor Services, Service Credit Union, P.O. Box 1268, Portsmouth, NH 03802-1268

Verified Jul 2026

The goal with your Service CU accounts is to make sure every account has a transfer mechanism in place—either a POD beneficiary designation or trust ownership. Because Service CU 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.

Each of Service CU's 14 accounts has different rules for how it transfers at death. The sections below explain the options for each.

Everyday CheckingDividend CheckingPrimary SavingsMoney Market AccountHoliday ClubMilitary SavingsDeployed Warrior SavingsYouth SavingsShare Certificate
1
Visit any Service Credit Union branch with government-issued photo ID
2
Complete the POD beneficiary designation form:
  • Request a POD (Payable on Death) beneficiary designation form
  • 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
3
Sign 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)
  • Changes to beneficiaries can be made at any time
  • Life events such as divorce, death of a current beneficiary, or birth of a child may require beneficiary updates
  • Investment account beneficiaries managed separately through Service Financial Group / LPL Financial
  • Service CU cannot provide legal, tax, or estate planning advice
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • servicecu.org

Data sourced from Service CU primary sources (21 pages reviewed). How we research.

Download these Service CU instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Service CU primary sources. Bring it to the branch or keep it beside the phone.

Service CU

Credit Union · Regional

servicecu.org→
Service CU logo

Member Service

Phone00800-4728-2000
Toll-Free1-800-936-7730
Emailmemberservice@servicecu.org
Fax603-422-8451
Mailing Address

Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801

Real Estate Loans
1-800-619-6575
Automated Telephone Teller
1-800-962-6385
Text Chat
877-849-4559
Germany Commercial
06302-681-82060
WebsiteLearn more→

Member Service

Phone00800-4728-2000
Toll-Free1-800-936-7730
Emailmemberservice@servicecu.org
Fax603-422-8451
Mailing Address

Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801

Real Estate Loans
1-800-619-6575
Automated Telephone Teller
1-800-962-6385
Text Chat
877-849-4559
Germany Commercial
06302-681-82060
WebsiteLearn more→

Inheritor Services

Phone1-800-936-7730
Emailinheritorservices@servicecu.org
Fax603-430-6559
Mailing Address

Inheritor Services, Service Credit Union, P.O. Box 1268, Portsmouth, NH 03802-1268

Verified Jul 2026

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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A revocable living trust skips probate, stays private, and takes 15 minutes.

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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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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more