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Home→Financial Institutions→HSBC→Preparing your estate

How to name beneficiaries and fund a trust at HSBC

Covers 5 deposit, 1 investment, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch

OverviewPreparing your estateWhen someone dies

HSBC

Subsidiary of HSBC Holdings plc

us.hsbc.com→
HSBC logo
Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

Personal Banking
1-800-975-4722
Personal Banking International
716-841-7212
Wealth Services Desk
1-888-809-3802
Mortgage Services
1-855-527-8400
Premier Mortgage
1-855-806-4660
WebsiteLearn more→
Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

Personal Banking
1-800-975-4722
Personal Banking International
716-841-7212
Wealth Services Desk
1-888-809-3802
Mortgage Services
1-855-527-8400
Premier Mortgage
1-855-806-4660
WebsiteLearn more→

Bereavement Services / Premier

Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

WebsiteNotify online→
Verified May 2026

Estate planning for your HSBC accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.

Across 10 product types, HSBC accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.

HSBC Premier CheckingHSBC Premier SavingsPremier Relationship SavingsHSBC Online Certificate of DepositNew Money Certificate of Deposit
1
Visit an HSBC International Wealth Center with government-issued photo ID
2
Bring completed Change or Remove Beneficiary Kit form:
  • Download form from HSBC website
  • Provide beneficiary information: full legal name, date of birth, relationship, and allocation percentages
  • For trusts as beneficiary: provide trust name, date established, and tax ID number
3
Submit form to Wealth Relationship Manager for processing

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Paper form required; beneficiary changes cannot be made online
  • Form must be submitted by mail or in person at an International Wealth Center
  • Named beneficiaries override your will

HSBC

Subsidiary of HSBC Holdings plc

us.hsbc.com→
HSBC logo
Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

Personal Banking
1-800-975-4722
Personal Banking International
716-841-7212
Wealth Services Desk
1-888-809-3802
Mortgage Services
1-855-527-8400
Premier Mortgage
1-855-806-4660
WebsiteLearn more→
Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

Personal Banking
1-800-975-4722
Personal Banking International
716-841-7212
Wealth Services Desk
1-888-809-3802
Mortgage Services
1-855-527-8400
Premier Mortgage
1-855-806-4660
WebsiteLearn more→

Bereavement Services / Premier

Phone716-841-6866
Toll-Free1-888-662-4722
Mailing Address

HSBC Premier Service Center, P.O. Box 22, Buffalo, NY 14240

WebsiteNotify online→
Verified May 2026

Estate planning articles

Learn how to protect your HSBC accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your HSBC accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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