Estate planning at Bread Savings
How to protect 6 Bread Savings accounts — manage beneficiaries online, fund a trust by mail, and file claims through Bread Savings's Bread Savings Customer Care
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Bread Savings offers 6 consumer accounts that interact with estate planning in distinct ways. Of those, 4 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Bread Savings can be managed online, by mail, and by phone, typically taking 10-15 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Bread Savings provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 6 account types at Bread Savings.
View details →When someone dies
Death claim process
Contact Bread Savings's Bread Savings Customer Care to file a claim. 3-step process, 5 required documents, and contact information for survivors.
View details →Bread Savings's Bread Savings Customer Care can answer questions about beneficiaries, trusts, or death claims at 1-833-755-4354.
Frequently asked questions
Yes, but only for personal revocable living trusts where the grantor(s) and trustee(s) are the same person(s) and the trust uses a personal Social Security Number (not an EIN) as its Tax Identification Number. Business trusts, irrevocable trusts, and trusts using an EIN are not eligible. To open a trust account, call Bread Savings Customer Care at 1-833-755-4354 and submit the Certification of Trust or required trust document pages. IRA accounts cannot be retitled to a trust.
Sources
Data sourced from Bread Savings primary sources (12 pages reviewed). How we research.
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Bread Savings Customer Care
Bread Savings, P.O. Box 182084, Columbus, OH 43218-2084
Estate planning articles
Learn how to protect your Bread Savings accounts and other assets with trusts, beneficiary designations, and estate planning documents.
