How to name beneficiaries and fund a trust at Great Southern Bank
Covers 14 deposit, and 4 retirement accounts — beneficiaries must be updated in-branch
Customer Service
Phone800-749-7113
Mailing Address
218 S. Glenstone, Springfield, MO 65802
Telephone Banking
Wire Inquiries
Loan Servicing
WebsiteLearn more→
Branch Banking / Customer Service
Phone800-749-7113
Mailing Address
218 S. Glenstone, Springfield, MO 65802
WebsiteNotify online→
Verified Apr 2026
There are two ways to keep your Great Southern 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.
Great Southern Bank has 18 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.
Everyday CheckingInterest CheckingSenior CheckingFoundations BankingEveryday SavingsMoney MarketMoney Market PlusHealth Savings Account (HSA)3-Month CD6-Month CD11-Month CDShort-Term Certificate of DepositLong-Term Certificate of DepositTime Deposit Open Account (TDOA)
1
Visit any Great Southern Bank branch location
2
Bring government-issued photo ID
3
Provide beneficiary details and complete required forms:
- Full name, date of birth, SSN, relationship, and address for each beneficiary
- For IRA beneficiary changes, complete the IRA Beneficiary Designation form
- For trust beneficiaries, bring a copy of the trust agreement or Certification of Trust
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations typically require a copy of the trust agreement or Certification of Trust
- IRA beneficiary changes may require completion of a specific IRA beneficiary designation form
Customer Service
Phone800-749-7113
Mailing Address
218 S. Glenstone, Springfield, MO 65802
Telephone Banking
Wire Inquiries
Loan Servicing
WebsiteLearn more→
Branch Banking / Customer Service
Phone800-749-7113
Mailing Address
218 S. Glenstone, Springfield, MO 65802
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Great Southern Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
