Estate planning and settlement at Apple Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-722-6888
Apple Bank has 19 accounts, each with different rules for what happens when the account holder dies. Of those, 17 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Apple Bank lets account holders update beneficiary designations in branch and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Apple Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at Apple Bank.
Preparing your estate →Death claim process
Report the death to Apple Bank's Estate Settlement Services at 1-800-722-6888. The page lists the steps and the documents to send.
When someone dies →Reach Apple Bank's Estate Settlement Services at 1-800-722-6888 for help with any of these procedures.
Apple Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Apple Bank primary sources (19 pages reviewed). How we research.
Apple Bank customer support
Apple Bank Customer Service - CustomerLine
Phone
Toll-free
Online Account Opening / Account Maintenance
Retirement Services (IRA/Keogh)
Retirement Services Fax
Asset Verifications (Fax)
Legal Processing Department - subpoenas and levies only
Hours
Mailing address
Website
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