How to name beneficiaries and fund a trust at First National Bank
Covers 14 deposit, 3 retirement, 3 investment, and 3 insurance accounts — beneficiaries can be managed online
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
F.N.B. Wealth Management / First National Trust Company
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
Customer Service / Estate Settlement (legal documents to Legal Dept.)
Legal documents: First National Bank of Pennsylvania, Attn: Legal Dept., 3015 Glimcher Blvd., Hermitage, PA 16148. General correspondence: First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
The key to protecting your First National Bank accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.
With 23 product types, First National Bank 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.
- Full name
- Relationship
- Date of birth
- Social Security number
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- IRA beneficiary designations for community property state residents naming a non-spouse beneficiary may require notarized spousal consent
- Trust, charity, or estate beneficiary designations for investment accounts require contacting F.N.B. Wealth Management at 1-877-871-7680
Sources
Data sourced from First National Bank primary sources (31 pages reviewed). How we research.
Download these First National Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against First National Bank primary sources. Bring it to the branch or keep it beside the phone.
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
F.N.B. Wealth Management / First National Trust Company
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
Customer Service / Estate Settlement (legal documents to Legal Dept.)
Legal documents: First National Bank of Pennsylvania, Attn: Legal Dept., 3015 Glimcher Blvd., Hermitage, PA 16148. General correspondence: First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
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