How to name beneficiaries and fund a trust at Hanmi
Covers 7 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
H
Customer Call Center
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Electronic Banking Support
WebsiteLearn more→
Customer Call Center
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Electronic Banking Support
WebsiteLearn more→
Death Claims / Estate Services
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Verified May 2026
Preparing your Hanmi 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 Hanmi vary across 10 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Regular Personal CheckingGreen CheckingGolden CheckingRegular SavingsSimple Money MarketOnyx Money MarketCertificate of Deposit (CD)
1
Visit a Hanmi Bank branch with government-issued photo ID
2
Request a POD (Payable on Death) beneficiary designation form from an account representative
3
Complete the beneficiary designation form:
- Provide full legal name, date of birth, and Social Security number for each beneficiary
- Designate primary and contingent beneficiaries
- Specify distribution percentages if naming multiple beneficiaries
4
Review and sign the completed form with the representative
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All account owners must consent to beneficiary designation changes
- Review and update designations after major life changes such as marriage, divorce, birth, or death
- Coordinate beneficiary designations with your overall estate plan to avoid conflicts with your will or trust
H
Customer Call Center
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Electronic Banking Support
WebsiteLearn more→
Customer Call Center
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Electronic Banking Support
WebsiteLearn more→
Death Claims / Estate Services
Phone(855) 773-8778
Mailing Address
3660 Wilshire Boulevard, PH-A, Los Angeles, CA 90010
Verified May 2026
Estate planning articles
Learn how to protect your Hanmi accounts and other assets with trusts, beneficiary designations, and estate planning documents.
