How to name beneficiaries and fund a trust at Bank of Hope
Covers 13 deposit, 1 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Mortgage Customer Service
New Mortgage/Refinance Inquiries
WebsiteLearn more→
Hope Wealth Management
WebsiteLearn more→
Customer Service
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Verified Apr 2026
There are two ways to keep your Bank of Hope accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Bank of Hope has 15 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Basic CheckingBank Simply CheckingPersonal Interest CheckingHope Honors Gold CheckingHope Honors Platinum CheckingPersonal SavingsPersonal Installment SavingsPersonal Money MarketPersonal Prestige Money MarketPersonal Preferred Money MarketRegular Certificate of DepositHope Preferred Certificate of DepositFlex Certificate of Deposit
1
Visit your nearest Bank of Hope branch with valid government-issued photo ID
2
Request to add or update POD beneficiary designations on your accounts
3
Provide beneficiary details:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account holder
- Allocation percentage
4
Sign the beneficiary designation form
5
Request a copy of the completed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Naming a trust as POD beneficiary may require visiting a branch with trust documentation
- IRA beneficiary changes may require completing and signing a paper form
- Community property state residents may need spousal consent to name non-spouse IRA beneficiaries
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Mortgage Customer Service
New Mortgage/Refinance Inquiries
WebsiteLearn more→
Hope Wealth Management
WebsiteLearn more→
Customer Service
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Verified Apr 2026
Estate planning articles
Learn how to protect your Bank of Hope accounts and other assets with trusts, beneficiary designations, and estate planning documents.
