How to name beneficiaries and fund a trust at Origin
Covers 8 deposit, 3 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more→
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more→
Death Claims
Phone1-888-292-4037
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
Verified Apr 2026
Estate planning for your Origin 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.
Origin offers 12 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Simple CheckingPerformance CheckingSenior CheckingStudent CheckingHero CheckingSimply SavingsConsumer Money MarketCertificate of Deposit
1
Visit any Origin Bank banking center with government-issued photo ID
2
Request to add or update a POD (Payable on Death) beneficiary designation on your deposit account
3
Provide beneficiary information:
- Full legal name, date of birth, Social Security number, and relationship
- Primary and contingent beneficiaries with percentage allocations
- For a trust as beneficiary: trust name, date of trust, trustee name, and trust tax identification number
4
Sign the beneficiary designation form
5
Retain a copy of the signed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD beneficiary changes typically require visiting a banking center or completing a paper form
- Named beneficiaries override your will -- the person listed as beneficiary receives the assets regardless of will instructions
- POD designations are available on checking, savings, money market, and CD accounts to pass assets directly to heirs without probate
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more→
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more→
Death Claims
Phone1-888-292-4037
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
Verified Apr 2026
Estate planning articles
Learn how to protect your Origin accounts and other assets with trusts, beneficiary designations, and estate planning documents.
