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Prepare the letter of instruction Global CU requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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Which institution holds the account, and the capacity you are writing in.
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Send it to Global CU's estate/claims department: Global Credit Union, Operations Support, P.O. Box 196613, Anchorage, AK 99519-6613. You can reach the department at 1-800-525-9094.
Global CU lists these among its required documents: Certified death certificate; Government-issued photo ID for claimant; Letters Testamentary or Letters of Administration (for accounts without POD or joint ownership); Tax Identification Number (TIN) for the estate (if establishing an estate account). The prepared letter includes an enclosure checklist drawn from Global CU's recorded requirements.
POD and joint accounts processed within days of document verification; non-POD accounts vary based on probate requirements and state law
Global CU accepts a letter you write. We draft it for you, addressed to Global CU's verified claims department with the required enclosures.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
