How to name beneficiaries and fund a trust at BancFirst
Covers 11 deposit, 2 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
BancFirst Call Center
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments Division
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Customer Service / Trust & Investments
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Estate planning for your BancFirst accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
BancFirst offers 16 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
- Full legal name, date of birth, and Social Security number
- Relationship to account holder
- Percentage allocation if naming multiple beneficiaries
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD assets bypass probate entirely
- POD designations override your will
- Trusts can be named as POD beneficiaries on deposit accounts
- IRA beneficiary designations use a separate form from POD designations for deposit accounts
- Review beneficiary designations periodically and after major life events
Sources
Data sourced from BancFirst primary sources (15 pages reviewed). How we research.
Download these BancFirst instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against BancFirst primary sources. Bring it to the branch or keep it beside the phone.
BancFirst Call Center
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments Division
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Customer Service / Trust & Investments
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
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