How to name beneficiaries and fund a trust at Pacific Premier Bank
Covers 7 deposit, and 2 retirement accounts — beneficiaries must be updated in-branch
Columbia Private Trust (formerly Pacific Premier Trust)
Phone800-962-4238
Mailing Address
Columbia Private Trust, 1301 A Street, Tacoma, WA 98402
New Account Inquiries
Main Line
WebsiteLearn more →
Client Care
Phone866-486-7782
Mailing Address
Columbia Bank, 1301 A Street, Tacoma, WA 98402
Columbia Private Trust (Self-Directed IRA)
Verified Mar 2026
Preparing your Pacific Premier Bank accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
Pacific Premier Bank offers 9 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.
Foundation CheckingEmbark CheckingPinnacle CheckingGrow SavingsThrive Money MarketProsper Money MarketCertificate of Deposit
1Visit any Columbia Bank branch with valid government-issued photo ID
2Request to add or update a Payable on Death (POD) beneficiary on your deposit account
3Complete the beneficiary designation form with beneficiary name, relationship, Social Security number, and date of birth
4For IRA accounts, complete the IRA Beneficiary Designation form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Social Security numbers are required for each beneficiary
- Total beneficiary allocation percentages (primary and contingent) must each equal 100%
- Primary beneficiaries must be designated before contingent beneficiaries can be added
Columbia Private Trust (formerly Pacific Premier Trust)
Phone800-962-4238
Mailing Address
Columbia Private Trust, 1301 A Street, Tacoma, WA 98402
New Account Inquiries
Main Line
WebsiteLearn more →
Client Care
Phone866-486-7782
Mailing Address
Columbia Bank, 1301 A Street, Tacoma, WA 98402
Columbia Private Trust (Self-Directed IRA)
Verified Mar 2026
Estate planning documents for Pacific Premier Bank customers
Free documents designed to protect your Pacific Premier Bank accounts.