How to name beneficiaries and fund a trust at Beacon Bank
Covers 7 deposit, 3 retirement, and 4 lending accounts — beneficiaries must be updated in-branch
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Telephone Banking
WebsiteLearn more →
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Telephone Banking
WebsiteLearn more →
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Verified Mar 2026
Preparing your Beacon Bank 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.
Beacon Bank offers 14 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.
AccessOne CheckingAccessPlus CheckingPremierAccess CheckingACCESS SavingsStatement SavingsACCESS Money MarketCertificate of Deposit (CD)
1
Visit any Beacon Bank branch with valid government-issued photo ID
2
Request to add a POD (Payable on Death) beneficiary to your deposit account
3
Provide beneficiary details:
- Full legal name and identifying information for each beneficiary
- Percentage allocations if naming multiple beneficiaries
- For IRA accounts, complete separate beneficiary designation paperwork
4
Sign updated account documentation
5
Request a copy of the updated designation for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes are typically handled in branch with signed documentation
- IRA beneficiary designations are handled separately from deposit account POD designations
- Joint account holders may need to agree on beneficiary designations
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Telephone Banking
WebsiteLearn more →
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Telephone Banking
WebsiteLearn more →
Beacon Bank Customer Service
Phone(800) 698-2265
Mailing Address
Beacon Bank, P.O. Box 470469, Brookline, MA 02447-9901
Verified Mar 2026
Estate planning documents for Beacon Bank customers
Free documents designed to protect your Beacon Bank accounts.
