How to name beneficiaries and fund a trust at Old National
Covers 11 deposit, 2 retirement, 1 investment, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Death Claims / Estate Services
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 718, One Main Street, Evansville, IN 47708
Verified Apr 2026
There are two ways to keep your Old National accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Old National has 16 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
ONB Everyday CheckingONB Classic CheckingONB Preferred CheckingONB Student CheckingONB EZ Access AccountPrivate Elite CheckingBasic SavingsSavings PlusSelect SavingsMarket MonitorOld National Certificate of Deposit
1
Visit an Old National banking center with valid government-issued photo ID
2
Request to add or update POD beneficiary designations on your account
3
Complete the POD beneficiary designation form with a banker:
- Provide beneficiary details: full legal name and identifying information
- For trusts: provide trust name, date established, and EIN
4
Review and sign the designation form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- If two or more owners create a POD account, the account is jointly owned with right of survivorship unless specified otherwise
- After the death of the last surviving account owner, the beneficiary becomes the owner of the account
- Trusts can be named as POD beneficiaries
- Named beneficiaries on POD accounts override your will
- Changes require bank agreement, receipt of all documentation, and reasonable processing time
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Death Claims / Estate Services
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 718, One Main Street, Evansville, IN 47708
Verified Apr 2026
Estate planning articles
Learn how to protect your Old National accounts and other assets with trusts, beneficiary designations, and estate planning documents.
