Great Basin Federal Credit Union ::/ Deceased Assistance

Great Basin Federal Credit Union is here to assist you in this difficult time. To help facilitate the closing or transfer of an account to an estate at Great Basin Federal Credit Union, the following information will be needed:

For Deceased Members with remaining living joint account owners

Certified Copy of Death Certificate
Remaining owners will need to sign new signature card

For Deceased Members with beneficiaries listed on the account

Certified Copy of Death Certificate
Valid Identification for beneficiary

For Deceased Members with no remaining living joint account owners or beneficiaries and the payment is to be made to the Personal Representative/Executor of the Estate

Certified Copy of Death Certificate
Copy of court documents naming the Personal Representative or Executor of the Estate
Letter of Testamentary or Letter of Administration
Valid Identification

For Deceased Members with no remaining living joint account owners or beneficiaries and the funds are to remain in an Estate Account at Great Basin Federal Credit Union or used to establish an Estate Account at Great Basin Federal Credit Union

Must qualify for Membership per Credit Union by-laws
Copy of Court Order assigning a Personal Representative to the Estate
Certified Copy of Death Certificate
Copy of the TIN Assignment Letter from the IRS
Valid Identification

For Deceased Members with no remaining living joint account owners or beneficiaries and the Estate assets are $20,000 or less

In lieu of Personal Representative paperwork can supply Affidavit of Right to Assets NRS 146.080
Certified Copy of Death Certificate
Valid Identification

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