How to name beneficiaries and fund a trust at Northrim Bank
Covers 10 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-907-562-0062
Emailcscsupport@nrim.com
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free (outside Anchorage)
Telebanking (Anchorage)
Telebanking (Fairbanks)
Telebanking (Mat-Su)
Telebanking (Southeast)
Telebanking (Toll-Free)
Fairbanks Branch
Mat-Su Branch
Homer
Juneau
Ketchikan
Kodiak
Nome
Sitka
Soldotna
WebsiteLearn more→
Phone1-907-562-0062
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free
WebsiteNotify online→
Verified Apr 2026
Estate planning for your Northrim Bank 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.
With 14 product types, Northrim Bank offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
Northrim Flex CheckingEasy Banking50 Plus CheckingClassic SavingsMoney MarketPerformance SavingsAlaska SavingsCertificate of Deposit (CD)Jump-Up CDHealth Savings Account (HSA)
1
Visit any Northrim Bank branch with a valid government-issued photo ID
2
Request to add or update beneficiary designations on your accounts
3
Provide beneficiary information:
- For deposit accounts: request POD (Payable on Death) designation with beneficiary full legal name, date of birth, Social Security number, and relationship
- For IRA accounts: complete the IRA Beneficiary Designation form with primary and contingent beneficiary sections
4
Review and sign the updated account documentation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations may require a copy of the Certification of Trust
- IRA beneficiary changes for married account holders may require spousal consent
Phone1-907-562-0062
Emailcscsupport@nrim.com
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free (outside Anchorage)
Telebanking (Anchorage)
Telebanking (Fairbanks)
Telebanking (Mat-Su)
Telebanking (Southeast)
Telebanking (Toll-Free)
Fairbanks Branch
Mat-Su Branch
Homer
Juneau
Ketchikan
Kodiak
Nome
Sitka
Soldotna
WebsiteLearn more→
Phone1-907-562-0062
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Northrim Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
