How to name beneficiaries and fund a trust at First National Bank Alaska
Covers 8 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Customer Service
Phone907-777-4362
Toll-Free1-800-856-4362
EmailFNBA@FNBAlaska.com
Mailing Address
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
TTY (Hearing Impaired)
Home Loan Center
WebsiteLearn more→
Death Claims / Estate Services
Phone907-777-4362
Toll-Free1-800-856-4362
Mailing Address
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
WebsiteNotify online→
Verified Apr 2026
Preparing your First National Bank Alaska 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.
First National Bank Alaska has 12 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
Direct Deposit CheckingFirst Rate CheckingPersonal SavingsFirst Tier SavingsYouth UTMA SavingsFirst Investment Money MarketSuper First Investment Money MarketCertificate of Deposit (CD)
1
Visit any First National Bank Alaska branch with a valid government-issued photo ID
2
Request to add or update beneficiary designations on your accounts
3
Provide beneficiary information:
- For deposit accounts: request POD (Payable on Death) designation with beneficiary full legal name, date of birth, Social Security number, and relationship
- For IRA accounts: complete the IRA Beneficiary Designation form with primary and contingent beneficiary sections
4
Review and sign the updated account documentation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations may require a copy of the Certification of Trust
- IRA beneficiary changes for married account holders may require spousal consent
Customer Service
Phone907-777-4362
Toll-Free1-800-856-4362
EmailFNBA@FNBAlaska.com
Mailing Address
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
TTY (Hearing Impaired)
Home Loan Center
WebsiteLearn more→
Death Claims / Estate Services
Phone907-777-4362
Toll-Free1-800-856-4362
Mailing Address
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your First National Bank Alaska accounts and other assets with trusts, beneficiary designations, and estate planning documents.
