How to name beneficiaries and fund a trust at Dollar Bank
Covers 15 deposit, and 6 retirement accounts — beneficiaries must be updated in-branch
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 Mar 2026
Preparing your Dollar Bank accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
With 21 product types, Dollar Bank offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
Everything CheckingFree CheckingNo Overdraft CheckingNo Minimum CheckingSmart SavingsPlatinum SavingsPremier SavingsStatement SavingsPassbook SavingsNo Overdraft SavingsTraditional Term CDRelationship CDBump-Up CDRising Rate CD3-Month No Penalty CD
1Visit any Dollar Bank branch with a valid government-issued photo ID.
2Request to add or update a Payable on Death (POD) or In Trust For (ITF) beneficiary on your account.
3Complete the beneficiary designation on the Signature Card or applicable account form.
4Provide beneficiary name, relationship, date of birth, and Social Security number.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Dollar Bank may limit the number of beneficiaries per account in accordance with applicable law.
- POD and ITF designations are recorded on the Signature Card; beneficiaries have no rights during the account owner's lifetime.
- The bank may review trust agreements and fiduciary documents, and may require notarized signatures or other proof of authenticity.
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 Mar 2026
Estate planning documents for Dollar Bank customers
Free documents designed to protect your Dollar Bank accounts.