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
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Department Directory (833-BANK-FNB)
Institutional Wealth Management
WebsiteLearn more→
F.N.B. Wealth Management / First National Trust Company
Phone1-877-871-7680
Mailing Address
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
WebsiteLearn more→
Customer Service / Estate Settlement
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Wealth Management / Trust Estates
WebsiteNotify online→
Verified May 2026
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.
eStyle AccounteStyle Plus AccountFreestyle CheckingLifestyle CheckingPremierstyle CheckingPrivate Banking Select CheckingPrivate Banking Select Plus CheckingFirstRate SavingsFirstRate Money MarketPrivate Banking Select Money MarketCertificate of DepositFlex CDSavers Goal Certificate of DepositHealth Savings Account
1
Log in to FNB online banking at fnb-online.com
2
Navigate to Account Services or Account Management
3
Select Beneficiary Management for the applicable account
4
Add or update beneficiary information:
- Full name
- Relationship
- Date of birth
- Social Security number
5
Save and confirm the designation
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
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Department Directory (833-BANK-FNB)
Institutional Wealth Management
WebsiteLearn more→
F.N.B. Wealth Management / First National Trust Company
Phone1-877-871-7680
Mailing Address
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
WebsiteLearn more→
Customer Service / Estate Settlement
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Wealth Management / Trust Estates
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your First National Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
