How to name beneficiaries and fund a trust at BOK Financial
Covers 14 deposit, 3 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Phone1-844-517-3308
Mailing Address
BOK Financial, One Williams Center, 101 E 2nd St, Tulsa, OK 74103
Mortgage Servicing
Wealth Management Estate Planning
WebsiteLearn more→
BOK Financial Fiduciary Services / Private Wealth
Phone918-293-7583
Arizona Fiduciary Services
Colorado Trust Services
Kansas/Missouri Fiduciary Services
Advisor Trust Services
WebsiteLearn more→
Death Claims
Phone1-844-517-3308
Mailing Address
BOK Financial, P.O. Box 2300, Tulsa, OK 74192
Mortgage Servicing Death Claims
Wealth Management Estate Planning
WebsiteNotify online→
Verified May 2026
Preparing your BOK Financial 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 18 product types, BOK Financial 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.
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1
Visit a BOK Financial branch location with government-issued photo ID
2
Request a POD (Payable on Death) beneficiary designation form for your deposit accounts
3
Provide beneficiary information:
- Full legal name, date of birth, and Social Security number for each beneficiary
- Percentage allocations for each beneficiary (must total 100%)
- For trusts as beneficiary: trust name, date established, and tax ID number
4
Review and sign the completed POD designation form with a banker
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
- Named beneficiaries should be reviewed periodically and after major life events
Phone1-844-517-3308
Mailing Address
BOK Financial, One Williams Center, 101 E 2nd St, Tulsa, OK 74103
Mortgage Servicing
Wealth Management Estate Planning
WebsiteLearn more→
BOK Financial Fiduciary Services / Private Wealth
Phone918-293-7583
Arizona Fiduciary Services
Colorado Trust Services
Kansas/Missouri Fiduciary Services
Advisor Trust Services
WebsiteLearn more→
Death Claims
Phone1-844-517-3308
Mailing Address
BOK Financial, P.O. Box 2300, Tulsa, OK 74192
Mortgage Servicing Death Claims
Wealth Management Estate Planning
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your BOK Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
