How to name beneficiaries and fund a trust at ConnectOne
Covers 7 deposit, 1 retirement, and 4 lending accounts — beneficiaries can be managed online
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Death Claims / Estate Services
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Verified Apr 2026
There are two ways to keep your ConnectOne accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Across 12 product types, ConnectOne 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.
ConnectOne Personal CheckingConnect Money Market CheckingConnection Plus Savings (Online Savings)ConnectOne Money Market SavingsShort-Term Time Deposit (3-6 Months)Medium-Term Time Deposit (9-13 Months)Long-Term Time Deposit (18-60 Months)
1
Log in to the ConnectOne Bank application portal
2
Request to add a Payable on Death (POD) beneficiary to your deposit account
3
Provide beneficiary information:
- Full legal name
- Social Security number
- Date of birth
- Address
4
You may add up to four (4) beneficiaries per account
5
Submit the beneficiary designation request
Special Requirements
- Maximum of four (4) beneficiaries per account
- POD designations are not available for business accounts
- Named beneficiaries override your will for these accounts
- IRA beneficiary designations are handled separately from POD designations on deposit accounts
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Death Claims / Estate Services
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Verified Apr 2026
Estate planning articles
Learn how to protect your ConnectOne accounts and other assets with trusts, beneficiary designations, and estate planning documents.
