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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→BancFirst→Preparing your estate

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

Subsidiary of BancFirst Corporation

bancfirst.bank→
BancFirst logo

BancFirst Call Center

Phone(844) 545-3059
Mailing Address

BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102

Oklahoma City area
(405) 372-3059
Southwest Oklahoma
(580) 282-3059
Tulsa area
(918) 610-3059
Online Banking Support
(888) 551-5152
Mortgage Lending
(405) 270-4700
Lost/Stolen Debit Card
(855) 889-9216
WebsiteLearn more→

Trust & Investments Division

Phone(405) 270-4778
Mailing Address

BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102

Tulsa & Northeast Oklahoma
(918) 664-6660
Duncan, Ardmore & Southern Oklahoma
(580) 251-7027
WebsiteLearn more→

Customer Service / Trust & Investments

Phone(844) 545-3059
Mailing Address

BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102

Trust & Investments (OKC)
(405) 270-4778
Trust & Investments (Tulsa)
(918) 664-6660
Mortgage Lending
(405) 270-4700
Verified Jul 2026

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.

BancFree CheckingLoyalty CheckingPerformance CheckingE-Connect CheckingBancFirst SavingsTreasury Fund AccountJust for Kids SavingsCoverdell Education Savings AccountBancFirst Health Savings AccountBancFirst Certificate of DepositBancFirst Step-Up CD
1
Visit any BancFirst branch with government-issued photo ID
2
Request to add a Payable on Death (POD) beneficiary to your deposit account
3
Provide beneficiary details:
  • Full legal name, date of birth, and Social Security number
  • Relationship to account holder
  • Percentage allocation if naming multiple beneficiaries
4
Review and sign the POD beneficiary designation form with a banker
5
Confirm the designation is recorded on the account

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
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • bancfirst.bank

Data sourced from BancFirst primary sources (15 pages reviewed). How we research.

Download these BancFirst instructions

Download instructions for the whole estate→

A 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

Subsidiary of BancFirst Corporation

bancfirst.bank→
BancFirst logo

BancFirst Call Center

Phone(844) 545-3059
Mailing Address

BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102

Oklahoma City area
(405) 372-3059
Southwest Oklahoma
(580) 282-3059
Tulsa area
(918) 610-3059
Online Banking Support
(888) 551-5152
Mortgage Lending
(405) 270-4700
Lost/Stolen Debit Card
(855) 889-9216
WebsiteLearn more→

Trust & Investments Division

Phone(405) 270-4778
Mailing Address

BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102

Tulsa & Northeast Oklahoma
(918) 664-6660
Duncan, Ardmore & Southern Oklahoma
(580) 251-7027
WebsiteLearn more→

Customer Service / Trust & Investments

Phone(844) 545-3059
Mailing Address

BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102

Trust & Investments (OKC)
(405) 270-4778
Trust & Investments (Tulsa)
(918) 664-6660
Mortgage Lending
(405) 270-4700
Verified Jul 2026

Estate planning articles

Learn how to protect your BancFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your BancFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

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On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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SimplyTrustSimplyTrust EditorialJuly 6, 2026
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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more