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How to protect 18 First Hawaiian accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through First Hawaiian's Wealth Management - Personal Trusts
Customer Service
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Wealth Management - Personal Trusts
Death Claims
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
First Hawaiian offers 18 consumer accounts that interact with estate planning in distinct ways. Of those, 9 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at First Hawaiian can be managed in branch, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
First Hawaiian provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at First Hawaiian.
View details →When someone dies
Contact First Hawaiian's Wealth Management - Personal Trusts to file a claim. 9-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact First Hawaiian's Wealth Management - Personal Trusts at 1-888-287-0398.
First Hawaiian operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
No. POD/"in trust for" beneficiary designations on First Hawaiian Bank deposit accounts require an in-branch visit. You cannot add or manage beneficiaries through FHB Online or Mobile Banking. For IRA beneficiary designations, contact the bank directly or visit a branch.
Visit any First Hawaiian Bank branch with your trust document (full trust agreement or Certification of Trust), government-issued photo ID, and the trust tax identification number (EIN or SSN for revocable trusts). A banker will complete the retitling paperwork to transfer ownership to the trust. Accounts owned as trustee of your revocable living trust are automatically included in Priority Banking combined balance calculations.
IRAs cannot be titled to a trust. However, you can name your trust as the beneficiary of your IRA. Contact First Hawaiian Bank or visit a branch to update your IRA beneficiary designation. Consult a tax advisor before naming a trust as IRA beneficiary, as there are significant tax implications for distributions.
Yes. First Hawaiian Bank is the first bank in Hawaii to provide a full complement of trust services. They offer corporate trustee, co-trustee, and agent for trustee services through their Wealth Management division. Trust professionals provide investment advice and resources including tax, accounting, and real estate management services. Contact Wealth Management at (808) 525-7134 or toll-free 1-888-287-0398.
First Hawaiian Bank offers fixed-rate mortgages, adjustable-rate mortgages (3/6, 5/6, 7/6, 10/6 terms), VA loans (up to $2,000,000), jumbo loans, construction-to-permanent loans, land loans, and the First Step Home Loan for first-time buyers. They also offer home equity loans and home equity lines of credit (HELOC) from $20,000 to $1,500,000. Contact mortgage service at (808) 844-4178 or toll-free (800) 362-7606 for more information.
Customer Service
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Wealth Management - Personal Trusts
Death Claims
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Tools and documents to help protect your First Hawaiian accounts.
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