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
Phone1-800-242-2265
Mailing Address
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711
WebsiteLearn more→
Private Banking
Phone1-800-242-2265
Mailing Address
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
WebsiteLearn more→
Customer Service / Estate Notification (Dollar Bank does not publish a dedicated death claims line or fax; use general customer service or visit a branch)
Phone1-800-242-2265
Mailing Address
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)
WebsiteNotify online→
Verified Jul 2026
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.
Everything CheckingFree CheckingNo Minimum CheckingNo Overdraft CheckingSmart SavingsPlatinum SavingsPremier SavingsStatement SavingsPassbook SavingsNo Overdraft SavingsTraditional Term CDRelationship CDBump-Up CDRising Rate CD3-Month No Penalty CD
1
Visit any Dollar Bank branch (locations at https://dollar.bank/contact) with a valid government-issued photo ID.
2
Request to add or update a Payable on Death (POD) or In Trust For (ITF) beneficiary on your account.
3
Complete the beneficiary designation on the Signature Card:
- 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
Phone1-800-242-2265
Mailing Address
Dollar Bank Servicing Center, P.O. Box 8469, Canton, OH 44711
WebsiteLearn more→
Private Banking
Phone1-800-242-2265
Mailing Address
Dollar Bank Federal Savings Bank, 20 Stanwix Street, Pittsburgh, PA 15222
WebsiteLearn more→
Customer Service / Estate Notification (Dollar Bank does not publish a dedicated death claims line or fax; use general customer service or visit a branch)
Phone1-800-242-2265
Mailing Address
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)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Dollar Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
