How to name beneficiaries and fund a trust at NBH Bank
Covers 7 deposit, 1 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
NBH Bank Corporate
Phone303-892-8715
Mailing Address
7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111
Community Banks of Colorado
Bank Midwest
Hillcrest Bank
Bank of Jackson Hole
WebsiteLearn more→
Bank of Jackson Hole Trust (Trust & Wealth Management)
WebsiteLearn more→
Customer Service / Death Claims (contact your local brand division)
Community Banks of Colorado
Bank Midwest
Hillcrest Bank
Bank of Jackson Hole
Bank of Jackson Hole Trust (Trust/Estate Administration)
Verified Apr 2026
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 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Everyday CheckingInterest CheckingPersonal SavingsHealth Savings AccountMoney Market AccountCertificate of DepositCoverdell Education Savings Account
1
Visit any NBH Bank banking center (Community Banks of Colorado, Bank Midwest, Bank of Jackson Hole, or Hillcrest Bank) with government-issued photo ID
2
Request to add a Payable on Death (POD) beneficiary designation to your deposit account
3
Provide beneficiary information:
- Full legal name
- Date of birth
- Social Security number
- Relationship to account holder
- If naming multiple beneficiaries, specify percentage allocation for each
4
Review and sign the beneficiary designation form with a banker
5
For trust and wealth management accounts through Bank of Jackson Hole Trust, contact the wealth management team directly
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary does not need to be present
- Named POD beneficiaries override your will
- For IRA accounts, spousal consent may be required depending on state law
NBH Bank Corporate
Phone303-892-8715
Mailing Address
7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111
Community Banks of Colorado
Bank Midwest
Hillcrest Bank
Bank of Jackson Hole
WebsiteLearn more→
Bank of Jackson Hole Trust (Trust & Wealth Management)
WebsiteLearn more→
Customer Service / Death Claims (contact your local brand division)
Community Banks of Colorado
Bank Midwest
Hillcrest Bank
Bank of Jackson Hole
Bank of Jackson Hole Trust (Trust/Estate Administration)
Verified Apr 2026
Estate planning articles
Learn how to protect your NBH Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
