How to name beneficiaries and fund a trust at NBH Bank
Covers 8 deposit, and 2 lending accounts — beneficiaries must be updated in-branch
Client Services and Solutions (by brand division)
NBH Bank, 7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111 (corporate; confirmed via the National Bank Holdings Corporation SEC filer record). Written loan requests: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207.
Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank
Bank of Jackson Hole Trust and Wealth, 990 West Broadway, Suite 200, Jackson, WY 83001 (entrance on the southeast side of the building). Indiana office: 9910 Dupont Circle Drive East, Suite 125, Fort Wayne, IN 46825, (260) 363-3016.
Client Services and Solutions - deceased account holder (contact the brand division that holds the account)
Mortgage and loan correspondence for a deceased borrower: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207. NBH Bank does not publish a separate estate-claims address for deposit accounts; call the brand division first.
The key to protecting your NBH 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.
NBH Bank has 10 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
- Full legal name
- Date of birth
- Social Security number
- Relationship to the account holder
- The percentage each beneficiary receives, if you are naming more than one
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- The beneficiary does not need to be present.
- A POD designation is made per account number. Because Community Banks of Colorado, Bank Midwest, Bank of Jackson Hole, Hillcrest Bank, and Vista Bank are all divisions of the same bank, a customer who holds accounts under two brands still has to sign a designation for each account.
- A named POD beneficiary takes the account outside the will.
- NBH Bank does not publish a downloadable POD beneficiary form; the designation is completed with a banker.
Sources
- cobnks.com
- nbhbank.com
- bankmw.com
- bankofjacksonhole.com
- hillcrestbank.com
- nationalbankholdings.com
- vistabank.com
Data sourced from NBH Bank primary sources (18 pages reviewed). How we research.
Download these NBH Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against NBH Bank primary sources. Bring it to the branch or keep it beside the phone.
Client Services and Solutions (by brand division)
NBH Bank, 7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111 (corporate; confirmed via the National Bank Holdings Corporation SEC filer record). Written loan requests: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207.
Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank
Bank of Jackson Hole Trust and Wealth, 990 West Broadway, Suite 200, Jackson, WY 83001 (entrance on the southeast side of the building). Indiana office: 9910 Dupont Circle Drive East, Suite 125, Fort Wayne, IN 46825, (260) 363-3016.
Client Services and Solutions - deceased account holder (contact the brand division that holds the account)
Mortgage and loan correspondence for a deceased borrower: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207. NBH Bank does not publish a separate estate-claims address for deposit accounts; call the brand division first.
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