Estate planning at Levo Credit Union
How to protect 14 Levo Credit Union accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Services
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
WebsiteLearn more→
Member Services
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
WebsiteLearn more→
Member Services - Death Claims
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
Verified Jul 2026
Levo Credit Union offers 14 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Levo Credit Union membership open to anyone who works, lives, worships, attends school, or volunteers in any of 29 qualifying counties across South Dakota (Beadle, Brookings, Brown, Clay, Codington, Davison, Day, Grant, Hamlin, Hanson, Kingsbury, Lake, Lincoln, Marshall, McCook, Minnehaha, Moody, Roberts, Turner, Union, Yankton), North Dakota (Cass, Ransom, Richland, Sargent), Iowa (Plymouth, Sioux, Woodbury), and Minnesota (Clay). 8 branch locations: 6 in Sioux Falls, 1 in Sioux City IA, 1 in Fargo ND. $5 minimum deposit to join. 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 Levo Credit Union can be made in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Levo Credit Union: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Levo Credit Union.
View details →When someone dies
Death claim process
5-step process, 6 required documents, and contact information for survivors.
View details →Because Levo Credit Union serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
No. Levo Credit Union does not operate a trust department or act as corporate trustee. The credit union can hold accounts titled in the name of your revocable living trust, but you must appoint your own individual or corporate trustee to manage the trust.
Membership is open to anyone who works, lives, worships, attends school, or volunteers in any of 29 qualifying counties across South Dakota, North Dakota, Iowa, and Minnesota. Immediate family members of existing members also qualify. A $5 minimum deposit in a savings account is all that is needed to join, and membership lasts a lifetime.
Yes. Sioux Falls Federal Credit Union rebranded to Levo Credit Union. The former domain siouxfallsfcu.org redirects to levo.org. The credit union was originally chartered in 1934 and continues to serve the Sioux Falls area and surrounding counties under the Levo name. All accounts, routing numbers, and membership remain unchanged.
Sources
Data sourced from Levo Credit Union primary sources (16 pages reviewed). How we research.
Member Services
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
WebsiteLearn more→
Member Services
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
WebsiteLearn more→
Member Services - Death Claims
Phone605-334-2471
Toll-Free1-800-568-5711
Mailing Address
Levo Credit Union, 700 E 14th Street, Sioux Falls, SD 57104
Verified Jul 2026
Estate planning articles
Learn how to protect your Levo Credit Union accounts and other assets with trusts, beneficiary designations, and estate planning documents.
