How to name beneficiaries and fund a trust at First United Bank
Covers 7 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch
Customer Service
First United Bank, P.O. Box 130, Durant, OK 74702
First United Bank Trust
First United Bank, P.O. Box 130, Durant, OK 74702
Customer Service
First United Bank, P.O. Box 130, Durant, OK 74702
The key to protecting your First United 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.
First United Bank has 9 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
- For deposit accounts (checking, savings, money market, CDs): add a Payable on Death (POD) beneficiary
- For IRAs: complete the IRA beneficiary designation form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD and beneficiary designations are completed at a branch; First United directs account-specific requests to (580) 924-2211
- Named beneficiaries pass outside of probate and override instructions in a will
Sources
Data sourced from First United Bank primary sources (10 pages reviewed). How we research.
Download these First United Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against First United Bank primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
First United Bank, P.O. Box 130, Durant, OK 74702
First United Bank Trust
First United Bank, P.O. Box 130, Durant, OK 74702
Customer Service
First United Bank, P.O. Box 130, Durant, OK 74702
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