How to name beneficiaries and fund a trust at Bread Savings
Covers 2 deposit, 2 retirement, and 2 lending accounts — beneficiaries can be managed online
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 for your Bread Savings 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.
Bread Savings offers 6 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
- Relationship to account holder
- Social Security number
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Bread Savings limits trust accounts to personal revocable living trusts where the grantor(s) and trustee(s) are the same person(s) and the trust uses a personal SSN (not an EIN) as the TIN
- For IRA beneficiary designations, contact Customer Care at 1-833-755-4354 for guidance
Sources
Data sourced from Bread Savings primary sources (12 pages reviewed). How we research.
Download these Bread Savings instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Bread Savings primary sources. Bring it to the branch or keep it beside the phone.
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
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