Estate planning at Apple Bank
How to protect 12 Apple Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Apple Bank's Estate Settlement Services (estate settlement, estate bank account)
Apple Bank Customer Service - CustomerLine
Estate Settlement Services (estate settlement, estate bank account)
Apple Bank Estate Settlement Services, 1075 Central Park Avenue, Suite B09, Scarsdale, NY 10583-3242
Estate Settlement Services
Apple Bank Estate Settlement Services, 1075 Central Park Avenue, Suite B09, Scarsdale, NY 10583-3242
Apple Bank has 12 accounts, each with different rules for what happens when the account holder dies. Of those, 12 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.
Managing beneficiaries at Apple Bank is straightforward—changes can be made 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.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at Apple Bank.
View details →When someone dies
Death claim process
Contact Apple Bank's Estate Settlement Services (estate settlement, estate bank account) to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →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.
Frequently asked questions
If you are married and name a primary beneficiary other than your spouse on the Apple Bank IRA/HSA Beneficiary Designation form, your spouse must sign the spousal consent section of that form. A new beneficiary designation supersedes all prior designations for the account. Return the completed form to Apple Bank Retirement Services Department, 1075 Central Park Avenue, Suite B09, Scarsdale, NY 10583-3242 (917-675-7970).
Sources
Data sourced from Apple Bank primary sources (14 pages reviewed). How we research.
Apple Bank Customer Service - CustomerLine
Estate Settlement Services (estate settlement, estate bank account)
Apple Bank Estate Settlement Services, 1075 Central Park Avenue, Suite B09, Scarsdale, NY 10583-3242
Estate Settlement Services
Apple Bank Estate Settlement Services, 1075 Central Park Avenue, Suite B09, Scarsdale, NY 10583-3242
Estate planning articles
Learn how to protect your Apple Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
