Estate planning and settlement at UNFCU
Name beneficiaries online and report a death
UNFCU offers 5 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, UNFCU uNFCU serves the worldwide United Nations community, and members bank through Digital Banking from many countries. Its headquarters is at Court Square Place, 24-01 44th Road, Long Island City, NY 11101, and it has in-person locations in New York, Washington, DC and Virginia (US Mortgage Service Center, by appointment), and at UN offices in Nairobi, Entebbe, Kampala, Vienna, Geneva and Rome. UNFCU is subject to US law, including economic sanctions, which restrict accounts for nationals of or residents in sanctioned countries; membership for consultants, UN volunteers and family members may also be restricted in countries with significant political, social, civil, or economic upheaval. 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.
At UNFCU, beneficiary designations are managed online, in branch, and by mail.
There are two sides to estate planning at UNFCU: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 5 account types at UNFCU.
Preparing your estate →Death claim process
Report the death to UNFCU's Legal Processing team. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from UNFCU primary sources (16 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your UNFCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
