Help Center / Beneficiaries & Trusts

How can I add a trust as a beneficiary?

To add a trust as a beneficiary, send a secure message to our customer service team through online or mobile banking with the following information:

  • Legal Title of the Trust
  • Date of Inception
  • Residential Address
  • Email Address
  • Phone Number
  • Tax ID or SSN to which the Trust is tied
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