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
Estate Services
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Estate Services - Retail & Card
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
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.
- Select the Profile & Settings icon
- Navigate to Investments, then Beneficiary center
- Choose Manage your beneficiaries and select Get started
- Click Add beneficiaries and complete the required fields
- If multiple beneficiaries, ensure percentages total 100%
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
Estate Services
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Estate Services - Retail & Card
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
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