How to name beneficiaries and fund a trust at CrossFirst Bank
Covers 8 deposit, 2 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
CrossFirst Bank
Subsidiary of CrossFirst Bankshares, Inc. (acquired by First Busey Corporation)
busey.com→
Customer Care
Phone800-672-8739
Mailing Address
100 W University Ave, Champaign, IL 61820
WebsiteLearn more→
Busey Wealth Management - Trust Services & Estate Advisory
WebsiteLearn more→
Death Claims
Phone800-672-8739
Verified Apr 2026
The key to protecting your CrossFirst 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.
CrossFirst Bank has 13 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
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1
Visit any Busey Bank branch (including former CrossFirst locations) with a valid government-issued photo ID:
- Request to add or update POD (Payable on Death) beneficiary designations on your deposit accounts
- Provide beneficiary name, date of birth, Social Security number, and relationship to the account holder
2
All account owners must agree to and sign the beneficiary designation
3
Receive a copy of the signed beneficiary form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All account owners must agree to beneficiary designation changes
- For a trust as beneficiary, provide the full legal trust name, date of trust, and trustee information
- IRA beneficiary changes require separate IRA-specific forms
CrossFirst Bank
Subsidiary of CrossFirst Bankshares, Inc. (acquired by First Busey Corporation)
busey.com→Customer Care
Phone800-672-8739
Mailing Address
100 W University Ave, Champaign, IL 61820
WebsiteLearn more→
Busey Wealth Management - Trust Services & Estate Advisory
WebsiteLearn more→
Death Claims
Phone800-672-8739
Verified Apr 2026
Estate planning articles
Learn how to protect your CrossFirst Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
