Estate planning at Dollar Bank
How to protect 21 Dollar Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-242-2265
Mailing Address
Dollar Bank, P.O. Box 765, Pittsburgh, PA 15230
WebsiteLearn more →
Phone1-800-242-2265
Mailing Address
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
WebsiteLearn more →
Verified Feb 2026
Dollar Bank offers 21 consumer accounts that interact with estate planning in distinct ways. Of those, 21 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Dollar Bank can be managed in branch, by mail, and by phone, typically taking 15-30 minutes at a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Dollar Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at Dollar Bank.
View details →When someone dies
Death claim process
6-step process, 5 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Dollar Bank's estate services team at 1-800-242-2265.
Dollar Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Dollar Bank accepts trust accounts for deposit products including checking, savings, and CDs. Bring your trust agreement or Certification of Trust and valid ID to any branch. The trustee(s) will be designated on the Signature Card. Dollar Bank reserves the right to review the trust agreement and may charge a service fee for document review.
Dollar Bank offers four checking accounts: Everything Checking (most popular, includes access to 55,000+ free ATMs, $5 monthly fee waivable), Free Checking (no monthly fee, no minimum balance), No Overdraft Checking (no overdraft fees, $5 monthly fee reducible to $2), and No Minimum Checking (similar to Free Checking with paper statement delivery). All checking accounts support POD and ITF beneficiary designations and can be retitled to a trust.
Dollar Bank offers Smart Savings (competitive rate, requires a linked checking account), Platinum Savings (premium tier for higher balances), Premier Savings (mid-tier with $5,000 minimum), Statement Savings (unlimited withdrawals, no checking requirement), Passbook Savings (traditional passbook record), and No Overdraft Savings (paired with No Overdraft Checking). All savings accounts support POD and ITF designations and can be retitled to a revocable living trust.
Dollar Bank offers six IRA products: Traditional Term IRA, Relationship CD IRA, Bump-Up CD IRA, CD Ladder IRA, Money Market IRA, and Premium Money Market IRA. All are FDIC-insured and available in Traditional or Roth form. IRA accounts cannot be retitled to a trust, but a trust may be named as the IRA beneficiary.
Dollar Bank offers Traditional Term CDs, Relationship CDs (for Everything Checking customers), Bump-Up CDs (one-time rate increase option), Rising Rate CDs (access every 90 days), 3-Month No Penalty CDs, and a CD Ladder strategy. All CDs are FDIC-insured and support POD designations and trust account titling.
Yes. Dollar Bank offers Private Banking services for customers with complex financial needs. Contact a Private Banker at dollar.bank/personal/privatebanking/contact-a-private-banker or call 1-800-242-2265 to inquire about trust services, estate planning support, and dedicated relationship banking.
Phone1-800-242-2265
Mailing Address
Dollar Bank, P.O. Box 765, Pittsburgh, PA 15230
WebsiteLearn more →
Phone1-800-242-2265
Mailing Address
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
WebsiteLearn more →
Verified Feb 2026
Estate planning resources for Dollar Bank customers
Tools and documents to help protect your Dollar Bank accounts.
Do I Need a Revocable Trust?
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