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
F
Customer Service
Phone(580) 924-2211
Toll-Free(800) 924-4427
Fax(580) 916-3287
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteLearn more→
First United Bank Trust
Phone(580) 924-2211
Toll-Free(800) 924-4427
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteLearn more→
Customer Service
Phone(580) 924-2211
Toll-Free(800) 924-4427
Fax(580) 916-3287
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteNotify online→
Verified Jun 2026
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.
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1
Visit a First United Bank branch with government-issued photo ID, or call (580) 924-2211 to confirm the required forms
2
Provide the beneficiary information for each account:
- For deposit accounts (checking, savings, money market, CDs): add a Payable on Death (POD) beneficiary
- For IRAs: complete the IRA beneficiary designation form
3
Provide each beneficiary's full legal name and, if naming multiple beneficiaries, the percentage allocation
4
Review and sign the designation form with a banker
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
F
Customer Service
Phone(580) 924-2211
Toll-Free(800) 924-4427
Fax(580) 916-3287
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteLearn more→
First United Bank Trust
Phone(580) 924-2211
Toll-Free(800) 924-4427
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteLearn more→
Customer Service
Phone(580) 924-2211
Toll-Free(800) 924-4427
Fax(580) 916-3287
Mailing Address
First United Bank, P.O. Box 130, Durant, OK 74702
WebsiteNotify online→
Verified Jun 2026
Estate planning articles
Learn how to protect your First United Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
