Estate planning at Peak CU
How to protect 13 Peak CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Brand change
TwinStar Credit Union and Northwest Community Credit Union now operate as Peak Credit Union. The rebrand took effect September 15, 2025. Accounts, routing number 325181015, and member records carried over; the Membership and Account Agreement is now published under the Peak name (D008 rev. 10.10.2025). Effective September 2025.
The procedures below reflect Peak CU's accounts. Account servicing may transfer as the change takes effect.
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Peak CU is a credit union offering 13 accounts that interact with estate planning in different ways. As a membership-based credit union, Peak CU operates 35 branches across Washington and Oregon. Headquartered in Lacey, WA. Membership eligibility: anyone who lives, works, worships, or attends school anywhere in Washington State, or lives or works in the following Oregon counties: Benton, Clackamas, Coos, Crook, Deschutes, Douglas, Jackson, Jefferson, Josephine, Klamath, Lane, Linn, Marion, Multnomah, and Washington. Immediate family or household members of existing Peak CU members are also eligible. Additionally, donating at least $5 to Relay for Life (covering WA, OR, ID, MT, CA) or Habitat for Humanity during account opening qualifies for membership. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Account holders can update their beneficiary designations at Peak CU in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Peak CU provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Peak CU.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Because Peak 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 Peak CU primary sources (19 pages reviewed). How we research.
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Peak Credit Union Member Services
Peak Credit Union, PO Box 718, Olympia, WA 98507-0718
Estate planning articles
Learn how to protect your Peak CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
