How to name beneficiaries and fund a trust at Dollar Bank
Covers 15 deposit, and 6 retirement accounts — beneficiaries must be updated in-branch
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)
There are two ways to keep your Dollar Bank 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 21 product types, Dollar Bank 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.
- Provide beneficiary name and relationship
- Provide date of birth and Social Security number
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Dollar Bank does not offer online beneficiary updates -- POD/ITF changes must be made in person at a branch.
- 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.
- The account owner may remove beneficiaries at any time or close the account by withdrawing all funds.
Sources
Data sourced from Dollar Bank primary sources (22 pages reviewed). How we research.
Download these Dollar Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Dollar Bank primary sources. Bring it to the branch or keep it beside the phone.
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)
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