Estate planning at Dollar Bank
How to protect 21 Dollar Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Dollar Bank's Private Banking
Customer Service
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711
Private Banking
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
Customer Service / Estate Notification (Dollar Bank does not publish a dedicated death claims line or fax; use general customer service or visit a branch)
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711 (Legal Department: Dollar Bank FSB, Legal Department, 20 Stanwix Street, 20th Floor, Pittsburgh, PA 15222)
Dollar Bank has 21 accounts, each with different rules for what happens when the account holder dies. Of those, 21 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Managing beneficiaries at Dollar Bank is straightforward—changes can be made 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 has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
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
Contact Dollar Bank's Private Banking to file a claim. 2-step process, 5 required documents, and contact information for survivors.
View details →Dollar Bank's Private Banking can answer questions about beneficiaries, trusts, or death claims 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
Establish your trust document with an attorney first. Then visit any Dollar Bank branch with your full trust agreement or Certification of Trust, government-issued photo ID for all trustees, and the trust's Tax Identification Number (the grantor's SSN for revocable living trusts or an EIN for irrevocable trusts). Dollar Bank may review the trust agreement and may charge a service fee for document review. Call 1-800-242-2265 to schedule a branch appointment.
Sources
Data sourced from Dollar Bank primary sources (22 pages reviewed). How we research.
Customer Service
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711
Private Banking
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
Customer Service / Estate Notification (Dollar Bank does not publish a dedicated death claims line or fax; use general customer service or visit a branch)
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711 (Legal Department: Dollar Bank FSB, Legal Department, 20 Stanwix Street, 20th Floor, Pittsburgh, PA 15222)
Estate planning articles
Learn how to protect your Dollar Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
