How to name beneficiaries and fund a trust at Chase
Covers 12 deposit, 2 investment, 3 retirement, and 4 lending accounts — beneficiaries can be managed online
Customer Service
Phone1-800-935-9935
Fax(614) 422-7575
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
Auto Accounts
Home Lending
WebsiteLearn more→
Estate Services
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
WebsiteLearn more→
Estate Services - Retail & Card
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Auto Accounts
Home Lending
WebsiteNotify online→
Verified Jul 2026
Estate planning for your Chase 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.
Across 21 product types, Chase 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.
Chase Total Checking®Chase Secure Banking℠Chase Premier Plus Checking℠Chase Sapphire® BankingChase Private Client Checking℠Chase College Checking℠Chase Savings™Chase Premier Savings™Chase Private Client Savings™Chase Certificate of DepositChase High School Checking℠Chase First Banking℠
1
Sign in to chase.com or the Chase Mobile app
2
Navigate to the Beneficiary center:
- Select the Profile & Settings icon
- Navigate to Investments, then Beneficiary center
- Choose Manage your beneficiaries and select Get started
3
Select the investment account you wish to update
4
Complete the beneficiary designation:
- Click Add beneficiaries and complete the required fields
- If multiple beneficiaries, ensure percentages total 100%
5
Review disclosures, check the terms and conditions box, and confirm
6
Confirmation is sent to your primary email on file
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary does not need to be present
- Beneficiary does not need to be a Chase customer
- Named beneficiaries override your will
Sources
Data sourced from Chase primary sources (28 pages reviewed). How we research.
Download these Chase instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Chase primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
Phone1-800-935-9935
Fax(614) 422-7575
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
Auto Accounts
Home Lending
WebsiteLearn more→
Estate Services
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
WebsiteLearn more→
Estate Services - Retail & Card
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Auto Accounts
Home Lending
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Chase accounts and other assets with trusts, beneficiary designations, and estate planning documents.
