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
Member Service
Phone00800-4728-2000
Toll-Free1-800-936-7730
Fax603-422-8451
Mailing Address
Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801
Real Estate Loans
Automated Telephone Teller
Text Chat
Germany Commercial
WebsiteLearn more→
Member Service
Phone00800-4728-2000
Toll-Free1-800-936-7730
Fax603-422-8451
Mailing Address
Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801
Real Estate Loans
Automated Telephone Teller
Text Chat
Germany Commercial
WebsiteLearn more→
Inheritor Services
Phone1-800-936-7730
Fax603-430-6559
Mailing Address
Inheritor Services, Service Credit Union, P.O. Box 1268, Portsmouth, NH 03802-1268
Verified Apr 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
Member Service
Phone00800-4728-2000
Toll-Free1-800-936-7730
Fax603-422-8451
Mailing Address
Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801
Real Estate Loans
Automated Telephone Teller
Text Chat
Germany Commercial
WebsiteLearn more→
Member Service
Phone00800-4728-2000
Toll-Free1-800-936-7730
Fax603-422-8451
Mailing Address
Service Credit Union, 3003 Lafayette Road, Portsmouth, NH 03801
Real Estate Loans
Automated Telephone Teller
Text Chat
Germany Commercial
WebsiteLearn more→
Inheritor Services
Phone1-800-936-7730
Fax603-430-6559
Mailing Address
Inheritor Services, Service Credit Union, P.O. Box 1268, Portsmouth, NH 03802-1268
Verified Apr 2026
Estate planning articles
Learn how to protect your Service CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
