Estate planning at Ally Bank
How to protect 13 Ally Bank accounts — manage beneficiaries online, fund a trust online, and file claims through Ally Bank's Trust Support
Ally Bank Customer Care
Phone1-877-247-2559
Mailing Address
Ally Bank, PO Box 951, Horsham, PA 19044
WebsiteLearn more →
Deposit Operations
Phone1-877-247-2559
Fax866-699-2969
Mailing Address
Ally Bank Deposit Operations, PO Box 951, Horsham, PA 19044
WebsiteNotify online →
Verified Mar 2026
Ally Bank offers 13 consumer accounts that interact with estate planning in distinct ways. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Ally Bank can be managed online, by mail, and by phone, typically taking 10-20 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Ally Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 13 account types at Ally Bank.
View details →When someone dies
Death claim process
Contact Ally Bank's Trust Support to file a claim. 8-step process, 10 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Ally Bank's Trust Support at 1-877-247-2559.
Frequently asked questions
Log in to ally.com, go to Profile and Settings, select Beneficiaries, and click Add Beneficiary. You can add POD beneficiaries to checking, savings, CD, and money market accounts online. For IRAs, select your plan and choose Beneficiaries. For trusts, minors, or charities as beneficiaries, call 1-877-247-2559.
Yes. Trusts can be named as POD beneficiaries on Ally Bank deposit accounts. You will need to call customer care at 1-877-247-2559 for assistance, as trust beneficiary designations require specific instructions that cannot be completed through the standard online flow.
Yes. Ally supports both revocable and irrevocable trust accounts for savings, checking, CDs, and money market accounts. Apply online and indicate the account is for a trust during setup, call 1-877-247-2559 (press 5, then 4 for Trust), or mail the Account Application for Trusts form. Existing personal accounts can be converted to trust accounts using the Trust Conversion Request form.
Yes. POD beneficiaries receive separate FDIC insurance coverage (up to $250,000 per beneficiary). Trust accounts are also FDIC insured up to the maximum allowed by law, based on the number of qualifying beneficiaries.
Married residents of community property states who wish to name someone other than their spouse as an IRA beneficiary must submit a notarized Change of Beneficiary form that includes the spouse's signature.
For non-IRA Ally Invest accounts, download the Beneficiary Designation form (PDF) from ally.com. For Ally Invest IRA accounts, complete the IRA Beneficiary Designation form. Submit completed forms via the secure upload at secure.ally.com, fax to 1-866-699-0563, or mail to Ally Invest, PO Box 30248, Charlotte, NC 28230.
Ally Bank Customer Care
Phone1-877-247-2559
Mailing Address
Ally Bank, PO Box 951, Horsham, PA 19044
WebsiteLearn more →
Deposit Operations
Phone1-877-247-2559
Fax866-699-2969
Mailing Address
Ally Bank Deposit Operations, PO Box 951, Horsham, PA 19044
WebsiteNotify online →
Verified Mar 2026
Estate planning resources for Ally Bank customers
Tools and documents to help protect your Ally Bank accounts.
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