How to name beneficiaries and fund a trust at Glacier Bancorp
Covers 9 deposit, 3 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
P.O. Box 27, Kalispell, MT 59903
P.O. Box 27, Kalispell, MT 59903
Death Claims
Glacier Bank, P.O. Box 27, Kalispell, MT 59903
There are two ways to keep your Glacier Bancorp 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.
Glacier Bancorp has 14 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
- Full legal name
- Date of birth
- Social Security number
- Primary or contingent designation
- Percentage allocation if naming multiple beneficiaries
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Account owner(s) may change beneficiaries, change account types, or withdraw funds at any time
- On death of the last surviving party, ownership passes to the POD beneficiaries
- Beneficiary designation forms must be completed in person at a branch -- no downloadable PDF forms available on the website
- Contact your local division branch for assistance (18 divisions across 9 states)
Sources
Data sourced from Glacier Bancorp primary sources (17 pages reviewed). How we research.
Download these Glacier Bancorp instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Glacier Bancorp primary sources. Bring it to the branch or keep it beside the phone.
P.O. Box 27, Kalispell, MT 59903
P.O. Box 27, Kalispell, MT 59903
Death Claims
Glacier Bank, P.O. Box 27, Kalispell, MT 59903
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