How can I add a trust as a beneficiary?
You may add a revocable trust as a beneficiary on your account, but you may not add an irrevocable trust. Please be aware that the trust will not show up in online banking even when successfully added as a beneficiary. When the trust has been added as a beneficiary on your account, you will receive an email confirmation with the subject line, “Your related party information has been updated.”
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 Social Security Number to which the Trust is tied
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