Estate planning at Huntington
How to protect 15 Huntington accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Huntington's Personal Trust and Estate Services
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
WebsiteLearn more →
Personal Trust and Estate Services
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more →
Death Claims
Phone1-800-480-2265
Toll-Free1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Verified Feb 2026
Huntington offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 12 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Huntington can be managed in branch, by mail, and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Huntington provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Huntington.
View details →When someone dies
Death claim process
Contact Huntington's Personal Trust and Estate Services to file a claim. 10-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Huntington's Personal Trust and Estate Services at 1-877-575-2265. Email inquiries can be sent to trust.transfer.desk@huntington.com.
Huntington operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
No. Huntington Bank requires all POD beneficiary changes to be made by completing a form that all account owners must sign. You can visit a branch, call 1-800-480-2265 to request forms by mail, or download IRA beneficiary forms for retirement accounts.
Yes. Trusts can be named as POD beneficiaries on Huntington Bank deposit accounts and as beneficiaries on IRA accounts. Provide the trust name, date established, and EIN or tax ID number when completing the beneficiary form.
Visit a Huntington Bank branch with your Certificate of Trust or full trust agreement, government-issued ID for all trustees, and trust EIN (if applicable). The bank will retitle your deposit accounts to trust ownership. Processing typically takes 1-2 weeks. Retirement accounts (IRAs) cannot be retitled to a trust.
No. IRA accounts cannot be titled to a trust. However, you can name your trust as the beneficiary of your Huntington IRA. Consult a tax advisor before doing this, as there are significant tax implications when a trust is named as IRA beneficiary.
Yes. Huntington Private Bank offers trust and estate planning services, including serving as trustee, estate settlement, and wealth planning. Contact Huntington Private Bank at 1-877-575-2265, option 2, Monday through Friday, 9:00am to 5:00pm ET. Regional trust offices are located across Ohio, Michigan, Indiana, Illinois, Colorado, Florida, and Minnesota.
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
WebsiteLearn more →
Personal Trust and Estate Services
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more →
Death Claims
Phone1-800-480-2265
Toll-Free1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Verified Feb 2026
Estate planning resources for Huntington customers
Tools and documents to help protect your Huntington accounts.
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