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
Brand change
FirstBank was acquired by PNC Financial Services Group. Branches reopened as PNC on June 22, 2026; account and routing numbers changed at conversion. Effective June 2026.
FirstBank is now part of PNC Bank. The procedures below reflect FirstBank's accounts during the transition. View the PNC Bank estate planning page.
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Customer Service (no dedicated estate services department)
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Customer Service (death claims handled via main line)
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
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.
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
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 transition to PNC processes at customer conversion the weekend of June 18-22, 2026
Sources
Data sourced from FirstBank primary sources (20 pages reviewed). How we research.
Download these FirstBank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against FirstBank primary sources. Bring it to the branch or keep it beside the phone.
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Customer Service (no dedicated estate services department)
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Customer Service (death claims handled via main line)
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Estate planning articles
Learn how to protect your FirstBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
