How to name beneficiaries and fund a trust at Fulton Bank
Covers 12 deposit, 5 retirement, and 2 lending accounts — beneficiaries can be managed online
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
Fulton Private Bank Trust and Estate Services
Fulton Financial Advisors, One Penn Square, P.O. Box 4887, Lancaster, PA 17602
Fulton Private Bank Trust and Estate Services / Estate Settlement Officers
Fulton Bank, N.A., Attn: Estate Services, P.O. Box 94, East Petersburg, PA 17520
There are two ways to keep your Fulton Bank accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Fulton Bank has 19 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 and relationship to account holder
- Date of birth and Social Security number
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Naming a trust as beneficiary may require visiting a financial center or calling customer service
- IRA beneficiary designations may require completing a specific IRA beneficiary form
- Spousal consent may be required in certain states for IRA beneficiary changes
Sources
Data sourced from Fulton Bank primary sources (14 pages reviewed). How we research.
Download these Fulton Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Fulton Bank primary sources. Bring it to the branch or keep it beside the phone.
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
Fulton Private Bank Trust and Estate Services
Fulton Financial Advisors, One Penn Square, P.O. Box 4887, Lancaster, PA 17602
Fulton Private Bank Trust and Estate Services / Estate Settlement Officers
Fulton Bank, N.A., Attn: Estate Services, P.O. Box 94, East Petersburg, PA 17520
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