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
Phone1-406-756-4200
Toll-Free1-800-735-4371
Mailing Address
P.O. Box 27, Kalispell, MT 59903
After-Hours Debit/Online Support
WebsiteLearn more→
Phone1-406-756-4200
Toll-Free1-800-735-4371
Mailing Address
P.O. Box 27, Kalispell, MT 59903
After-Hours Debit/Online Support
WebsiteLearn more→
Death Claims
Phone1-800-735-4371
Toll-Free1-800-735-4371
Mailing Address
Glacier Bank, P.O. Box 27, Kalispell, MT 59903
Verified Jul 2026
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.
Totally Free CheckingEasy Interest Checking50+ Interest CheckingPremier Interest CheckingPersonal SavingsMoney Market AccountCertificate of Deposit (CD)Coverdell Education Savings Account (CESA)Health Savings Account (HSA)
1
Visit your local Glacier Bank division branch
2
Request a POD (Payable on Death) beneficiary designation form for deposit accounts, or a beneficiary designation form for IRAs
3
Provide beneficiary details:
- Full legal name
- Date of birth
- Social Security number
- Primary or contingent designation
- Percentage allocation if naming multiple beneficiaries
4
Complete and sign the designation form with a banker
5
Receive confirmation that the beneficiary designation has been added to your account
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.
Phone1-406-756-4200
Toll-Free1-800-735-4371
Mailing Address
P.O. Box 27, Kalispell, MT 59903
After-Hours Debit/Online Support
WebsiteLearn more→
Phone1-406-756-4200
Toll-Free1-800-735-4371
Mailing Address
P.O. Box 27, Kalispell, MT 59903
After-Hours Debit/Online Support
WebsiteLearn more→
Death Claims
Phone1-800-735-4371
Toll-Free1-800-735-4371
Mailing Address
Glacier Bank, P.O. Box 27, Kalispell, MT 59903
Verified Jul 2026
Estate planning articles
Learn how to protect your Glacier Bancorp accounts and other assets with trusts, beneficiary designations, and estate planning documents.
