How to name beneficiaries and fund a trust at MVB Bank
Covers 12 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Customer Service
Phone1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
WebsiteLearn more→
Customer Service
Phone1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
WebsiteLearn more→
Customer Service / Death Claims
Phone844-682-2265
Toll-Free1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
Verified Apr 2026
The key to protecting your MVB Bank accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.
Each of MVB Bank's 15 accounts has different rules for how it transfers at death. The sections below explain the options for each.
Service First CheckingSmart CheckingPerformance Checking55 and Better CheckingTitle Free CheckingFoundation CheckingPartner CheckingStatement SavingsBroker BusterPremier Money Market AccountCertificate of DepositHealth Savings Account
1
Visit any MVB Bank branch with government-issued photo ID (branch locations at https://www.mvbbanking.com/locations-hours)
2
Request a POD (Payable on Death) beneficiary designation for deposit accounts
3
Provide beneficiary information:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account owner
4
Specify primary and contingent beneficiaries with percentage allocations
5
Both account owners must sign the form for joint accounts
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designation available for deposit accounts (checking, savings, money market, certificates)
- IRA beneficiary designations are separate from deposit account POD designations
- Beneficiary does not need to be present
- Changes require signatures of all living account owners
Customer Service
Phone1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
WebsiteLearn more→
Customer Service
Phone1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
WebsiteLearn more→
Customer Service / Death Claims
Phone844-682-2265
Toll-Free1-844-682-2265
Mailing Address
MVB Bank, 301 Virginia Avenue, Fairmont, WV 26554
Verified Apr 2026
Estate planning articles
Learn how to protect your MVB Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
