How to name beneficiaries and fund a trust at Great Southern Bank
Covers 16 deposit, and 4 retirement accounts — beneficiaries must be updated in-branch
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
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 20 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.
- 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
Sources
Data sourced from Great Southern Bank primary sources (15 pages reviewed). How we research.
Download these Great Southern Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Great Southern Bank primary sources. Bring it to the branch or keep it beside the phone.
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
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