How to name beneficiaries and fund a trust at Arvest
Covers 12 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Arvest Bank Customer Service
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Arvest Wealth Management
Arvest Wealth Management, PO Box 1515, Lowell, AR 72745
Customer Service / Arvest Wealth Management
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Preparing your Arvest accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
Across 15 product types, Arvest accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
- Each beneficiary's full legal name and identifying information
- Percentage allocations if naming multiple beneficiaries
- For IRA accounts, complete separate beneficiary designation paperwork
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Per Arvest FAQ, POD/beneficiary changes on deposit accounts must be completed in person at any Arvest branch -- there is no online or standalone downloadable form. Any account owner can make the change with valid government-issued ID.
- IRA beneficiary designations are handled separately from deposit account POD designations.
- A standalone HSA Beneficiary Change Form is available for download at https://www.arvest.com/pdfs/hsa_beneficiary_change_form.pdf for Health Savings Account beneficiaries only.
- Joint account holders may need to agree on beneficiary designations.
Sources
Data sourced from Arvest primary sources (22 pages reviewed). How we research.
Download these Arvest instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Arvest primary sources. Bring it to the branch or keep it beside the phone.
Arvest Bank Customer Service
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Arvest Wealth Management
Arvest Wealth Management, PO Box 1515, Lowell, AR 72745
Customer Service / Arvest Wealth Management
Arvest Bank, P.O. Box 799, Lowell, AR 72745
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