How to name beneficiaries and fund a trust at Pinnacle Bank (NE)
Covers 8 deposit, 4 retirement, and 6 lending accounts — beneficiaries must be updated in-branch
Customer Service
Pinnacle Trust Services
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154 (fax 402-697-8887). Lincoln trust office: 3939 South Street, Lincoln, NE 68506 (fax 402-437-9298).
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Pinnacle Bank, 1401 N Street, Lincoln, NE 68508 (main office). Estate paperwork is normally delivered to the deceased's branch -- locate it at https://www.pinnbank.com/location-search
The key to protecting your Pinnacle Bank (NE) 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.
Across 18 product types, Pinnacle Bank (NE) accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
- Provide primary and contingent beneficiary information
- Provide each beneficiary's full legal name, date of birth, and Social Security number or address
- For trusts as beneficiary: provide trust name, date established, and EIN
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Named beneficiaries on POD accounts override your will
- POD accounts are free to both the account owner and the beneficiary
- Cash in trust accounts is separately FDIC insured to $250,000 per owner, per qualified beneficiary up to five beneficiaries
- IRA beneficiary designations require a separate form
Sources
Data sourced from Pinnacle Bank (NE) primary sources (26 pages reviewed). How we research.
Download these Pinnacle Bank (NE) instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Pinnacle Bank (NE) primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
Pinnacle Trust Services
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154 (fax 402-697-8887). Lincoln trust office: 3939 South Street, Lincoln, NE 68506 (fax 402-437-9298).
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Pinnacle Bank, 1401 N Street, Lincoln, NE 68508 (main office). Estate paperwork is normally delivered to the deceased's branch -- locate it at https://www.pinnbank.com/location-search
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