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 Apr 2026
Estate planning for your FirstBank accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
FirstBank has 14 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
Climb AccountAnywhere CheckingBloom CheckingPremier CheckingRegular SavingsBloom SavingsMoney Market SavingsLiquid Asset SavingsTime DepositPremier Time DepositHealth Savings Account (HSA)
1
Visit any FirstBank branch location with valid government-issued photo ID
2
Request to add or update POD beneficiary designations on your account
3
Provide beneficiary information:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
4
Complete and sign the beneficiary designation form with a banker
5
Receive 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 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 Apr 2026
Estate planning articles
Learn how to protect your FirstBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
