Estate Planning

The beneficiary on an account is the close friend or family member who will take ownership of the funds in a member’s account in the event of the member’s passing away. The beneficiary is not able to use the account like a normal member while the member is still alive. This is different than a joint owner, who has access to the account whether the member is alive or has passed away.

If you need to add a beneficiary or make a change to an existing beneficiary, then Compass is able to do so. Please contact our member service representatives at the below information, and we will provide you with the electronic form you will need to fill out.

Phone: (616) 887 – 8262, option 3

Email: RetailBranches@compasscu.com

Update Beneficiary Information

Apply Today

ONLINE

Click to Get Started


BY PHONE

Give us a call at 1(866)399-3762


IN PERSON

Stop by a local Compass Credit Union to get started.


NOT A MEMBER?

Not a problem. Join now.

Apply Today

ONLINE

Click to Get Started

BY PHONE

Give us a call at 1(866)399-3762

IN PERSON

Stop by a local Compass Credit Union to get started.
Apply Today

EMAIL

Shoot us an email at info@compasscu.com


BY PHONE

Give us a call at 1(866)399-3762


IN PERSON

Stop by a local Compass Credit Union to get started.


NOT A MEMBER?

Not a problem. Join now.

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