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How to protect 10 Hanmi accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Customer Call Center
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Customer Call Center
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Death Claims / Estate Services
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Hanmi has 10 accounts, each with different rules for what happens when the account holder dies. Of those, 9 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Account holders can update their beneficiary designations at Hanmi in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Hanmi provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at Hanmi.
View details →When someone dies
6-step process, 6 required documents, and contact information for survivors.
View details →Hanmi operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Yes. Visit a Hanmi Bank branch with your trust agreement or Certification of Trust, government-issued photo ID for all trustees, and the trust tax identification number (EIN) if applicable. A bank representative will complete the retitling forms. Existing POD designations should be removed when retitling to a trust, as the trust document governs distribution. Branches can deliver this paperwork process in English or Korean.
Data sourced from Hanmi primary sources (17 pages reviewed). How we research.
Customer Call Center
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Customer Call Center
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Death Claims / Estate Services
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Learn how to protect your Hanmi accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your Hanmi accounts and other assets with trusts, beneficiary designations, and estate planning documents.