How to name beneficiaries and fund a trust at Fifth Third Bank
Covers 7 deposit, 3 retirement, 3 investment, and 3 lending accounts — beneficiaries must be updated in-branch
Customer Service
38 Fountain Square Plaza, Cincinnati, OH 45263
Probate Team
Fifth Third Bank, Attn: Probate Team, 1830 East Paris Ave. SE, Grand Rapids, MI 49546
Preparing your Fifth Third 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.
Across 16 product types, Fifth Third 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.
- Payable on Death (POD) designation form for deposit accounts
- Beneficiary designation form for Fifth Third Securities investment/retirement accounts
- Full legal name, date of birth, and Social Security number
- Designate primary and contingent beneficiaries with percentage allocations
- For trusts as beneficiary: provide trust name, date established, and EIN
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trusts can be named as POD beneficiaries with trust name, date, and EIN
- Primary and contingent beneficiaries can be designated
- All account owners must agree to beneficiary designations on joint accounts
- Named beneficiaries override your will
- HSA beneficiary designation requires a separate form (HSA Designation of Death Beneficiary)
Sources
Data sourced from Fifth Third Bank primary sources (20 pages reviewed). How we research.
Download these Fifth Third Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Fifth Third Bank primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
38 Fountain Square Plaza, Cincinnati, OH 45263
Probate Team
Fifth Third Bank, Attn: Probate Team, 1830 East Paris Ave. SE, Grand Rapids, MI 49546
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