What to do when a Levo Credit Union account holder dies

Expected timelines at Levo Credit Union: POD and joint accounts typically process within 5-10 business days after all documents are received. Accounts requiring probate depend on court timelines. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.

Levo Credit Union requires several documents to process a claim, including Certified death certificate, Government-issued photo ID for the claimant (beneficiary, executor, or successor trustee), and Letters Testamentary or Letters of Administration (if no POD designation and not a joint or trust account), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Levo Credit Union's Member Services - Death Claims can be reached by phone at 1-800-568-5711 for questions throughout the claims process.

Multiple Levo Credit Union accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Member Services - Death Claims to confirm what applies.