How to name beneficiaries and fund a trust at First National Bank Alaska
Covers 9 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Customer Service
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
Death Claims / Estate Services
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
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 13 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.
- 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
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
Sources
Data sourced from First National Bank Alaska primary sources (17 pages reviewed). How we research.
Download these First National Bank Alaska instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against First National Bank Alaska primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
Death Claims / Estate Services
First National Bank Alaska, PO Box 100720, Anchorage, AK 99510
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