Estate planning at Great Southern Bank
How to protect 20 Great Southern Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Great Southern Bank's Branch Banking (no in-house trust department)
Customer Service
218 S. Glenstone, Springfield, MO 65802
Branch Banking (no in-house trust department)
Great Southern Bank, 218 S. Glenstone, Springfield, MO 65802
Branch Banking / Customer Service
Great Southern Bank, 218 S. Glenstone, Springfield, MO 65802
How your Great Southern Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 16 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Great Southern Bank lets account holders update beneficiary designations in branch and by phone, typically taking 15-30 minutes in branch or by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Great Southern Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 20 account types at Great Southern Bank.
View details →When someone dies
Death claim process
Contact Great Southern Bank's Branch Banking (no in-house trust department) to file a claim. 7-step process, 8 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Great Southern Bank's Branch Banking (no in-house trust department) at 800-749-7113.
Great Southern Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
No. Great Southern Bank is a community bank that does not operate an in-house trust department. Branch bankers can open trust deposit accounts (checking, savings, money market, CDs) titled in the name of a trust you created with your own attorney, and can add a trust as a POD beneficiary on deposit accounts and as a beneficiary on IRAs, but the bank does not act as trustee, agent for trustee, or wealth manager. Investment products are offered through an external partnership with Ameriprise. Customers who need a corporate trustee should establish that relationship separately and then bring the bank the Certification of Trust to open or retitle the deposit accounts.
Sources
Data sourced from Great Southern Bank primary sources (15 pages reviewed). How we research.
Customer Service
218 S. Glenstone, Springfield, MO 65802
Branch Banking (no in-house trust department)
Great Southern Bank, 218 S. Glenstone, Springfield, MO 65802
Branch Banking / Customer Service
Great Southern Bank, 218 S. Glenstone, Springfield, MO 65802
Estate planning articles
Learn how to protect your Great Southern Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
