How to name beneficiaries and fund a trust at FirstBank
Covers 11 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Phone1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Metro Denver
WebsiteLearn more →
Customer Service (no dedicated estate services department)
Phone1-800-964-3444
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
WebsiteLearn more →
Customer Service (death claims handled via main line)
Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Verified Mar 2026
Preparing your FirstBank 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.
With 14 product types, FirstBank 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.
Climb AccountAnywhere CheckingBloom CheckingPremier CheckingRegular SavingsBloom SavingsMoney Market SavingsLiquid Asset SavingsTime DepositPremier Time DepositHealth Savings Account (HSA)
1Visit any FirstBank branch location with valid government-issued photo ID
2Request to add or update POD beneficiary designations on your account
3Provide beneficiary information: full legal name, date of birth, Social Security number, and relationship
4Complete and sign the beneficiary designation form with a banker
5Receive a copy of the completed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations allow account funds to pass directly to beneficiaries outside of probate
- Valid government-issued photo ID required for in-branch designation changes
- Named beneficiaries override instructions in a will
- IRA beneficiary designations are handled separately from POD designations on deposit accounts
- FirstBank was acquired by PNC on January 5, 2026 -- procedures may transition to PNC processes in summer 2026
Phone1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Metro Denver
WebsiteLearn more →
Customer Service (no dedicated estate services department)
Phone1-800-964-3444
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
WebsiteLearn more →
Customer Service (death claims handled via main line)
Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Verified Mar 2026
Estate planning documents for FirstBank customers
Free documents designed to protect your FirstBank accounts.