How to name beneficiaries and fund a trust at EagleBank
Covers 9 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Customer Service
EagleBank, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
Estate and Trust Services
EagleBank, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
Customer Service - Deceased Account Holder
EagleBank, Attn: Customer Service, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
Estate planning for your EagleBank accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
With 13 product types, EagleBank 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.
- Provide beneficiary full legal name, date of birth, and Social Security number
- Specify relationship to account holder
- Designate primary and contingent beneficiaries with percentage allocations totaling 100%
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Online beneficiary designation is not available; an in-branch visit is required.
- POD designations override any contrary provisions in a will.
- IRA beneficiary designations require a separate form from the POD form for deposit accounts.
- Named beneficiaries have no rights to the account during the account owner's lifetime.
Sources
Data sourced from EagleBank primary sources (18 pages reviewed). How we research.
Download these EagleBank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against EagleBank primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
EagleBank, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
Estate and Trust Services
EagleBank, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
Customer Service - Deceased Account Holder
EagleBank, Attn: Customer Service, 7500 Old Georgetown Road, Suite 1500, Bethesda, MD 20814
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