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Home→Financial Institutions→Central Bank→Preparing your estate

How to name beneficiaries and fund a trust at Central Bank

Covers 8 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch

OverviewPreparing your estateWhen someone dies

Central Bank

Subsidiary of Central Bancompany, Inc.

centralbank.net→
C

Customer Service

Phone1-866-236-8744
Emailcbccustomerservice@centralbank.net
InfoLine (Telephone Banking)
1-833-441-2406
Online Banking Technical Support
1-877-331-2998
WebsiteLearn more→

Central Trust Company (Wealth Management)

WebsiteLearn more→

Customer Service

Phone1-866-236-8744
WebsiteNotify online→
Verified Jun 2026

The key to protecting your Central Bank accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.

Each of Central Bank's 10 accounts has different rules for how it transfers at death. The sections below explain the options for each.

MyChoice CheckingMaxMoney CheckingPreferred Interest CheckingWorld CheckingSaveUp SavingsMoney Market AccountCertificate of DepositHSA Central Health Savings Account
1
Contact the institution for details.

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Named POD beneficiaries on deposit accounts and beneficiary designations on IRAs pass outside the will

Central Bank

Subsidiary of Central Bancompany, Inc.

centralbank.net→
C

Customer Service

Phone1-866-236-8744
Emailcbccustomerservice@centralbank.net
InfoLine (Telephone Banking)
1-833-441-2406
Online Banking Technical Support
1-877-331-2998
WebsiteLearn more→

Central Trust Company (Wealth Management)

WebsiteLearn more→

Customer Service

Phone1-866-236-8744
WebsiteNotify online→
Verified Jun 2026

Estate planning articles

Learn how to protect your Central Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

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Estate planning articles

Learn how to protect your Central Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Social Security Administration Notification After Death in Hawaii

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Collecting Business Documents After Someone Passes Away

Collecting Business Documents After Someone Passes Away

Essential guide to collecting business documents after someone passes away.
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Collecting Real Estate Documents After Someone Passes Away

Collecting Real Estate Documents After Someone Passes Away

Essential steps for gathering property deeds, tax records, and ownership documents after someone passes away.
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Gathering Financial Account Statements After Someone Passes Away

Gathering Financial Account Statements After Someone Passes Away

Learn how to gather financial account statements after someone passes away.
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Collecting and Forwarding Mail After Someone Passes Away

Collecting and Forwarding Mail After Someone Passes Away

Learn who can legally collect mail after someone passes away.
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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

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