How to name beneficiaries and fund a trust at Glacier Bank
Covers 9 deposit, 3 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Customer Service
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→
Customer Service
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
Preparing your Glacier Bank accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Glacier Bank vary across 14 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
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 a Glacier Bank branch in Flathead, Lake, or Lincoln County (https://www.glacierbank.com/locations)
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
Sources
Data sourced from Glacier Bank primary sources (13 pages reviewed). How we research.
Download these Glacier Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Glacier Bank primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
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→
Customer Service
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 Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
