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
Phone1-800-227-7715
Business Banking (Mon-Fri 8am-8pm CST)
Business Premium Online Banking (Mon-Fri 8am-6pm CST)
Bill Pay Support (Daily 7am-10pm CST)
Lost/Stolen Debit Card (24/7)
Debit Card Activation/PIN (24/7)
Lost/Stolen Credit Card (24/7)
Diamond Secure Identity Fraud (Mon-Fri 8:30am-5pm EST)
Mortgage Center
WebsiteLearn more→
Pinnacle Trust Services
Phone402-697-0050
Toll-Free1-800-227-7715
Fax402-697-8887
Mailing Address
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).
Pat Garrett, President - Pinnacle Trust Services (Omaha)
Jack Rice, Trust Officer - trust and estate administration (Omaha)
Jessica Sheldrick, AVP Trust Officer (Omaha)
Janae Knoell, AVP Trust Officer (Omaha)
Mark Kisker, Senior VP Trust Officer (Lincoln)
Jennifer Jensen, AVP Trust Officer (Lincoln)
Clare Dorshorst, Trust Officer (Lincoln)
Vern Schulte, Trust Officer (Columbus)
Lynda Anderson, AVP Trust Officer (Beatrice)
WebsiteLearn more→
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Phone1-800-227-7715
Toll-Free1-800-227-7715
Mailing Address
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
WebsiteNotify online→
Verified Jul 2026
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.
Free CheckingSelect CheckingDiamond Secure CheckingInterest CheckingRelationship CheckingPinnSavings AccountPinnCheck Market AccountCertificate of Deposit (CD)
1
Visit a Pinnacle Bank branch with valid government-issued photo ID
2
Request a POD (Payable on Death) beneficiary designation form for deposit accounts
3
Complete the form with beneficiary details:
- 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
4
Sign the designation form with a banking advisor
5
For IRA accounts, request a separate IRA beneficiary designation form
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
Phone1-800-227-7715
Business Banking (Mon-Fri 8am-8pm CST)
Business Premium Online Banking (Mon-Fri 8am-6pm CST)
Bill Pay Support (Daily 7am-10pm CST)
Lost/Stolen Debit Card (24/7)
Debit Card Activation/PIN (24/7)
Lost/Stolen Credit Card (24/7)
Diamond Secure Identity Fraud (Mon-Fri 8:30am-5pm EST)
Mortgage Center
WebsiteLearn more→
Pinnacle Trust Services
Phone402-697-0050
Toll-Free1-800-227-7715
Fax402-697-8887
Mailing Address
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).
Pat Garrett, President - Pinnacle Trust Services (Omaha)
Jack Rice, Trust Officer - trust and estate administration (Omaha)
Jessica Sheldrick, AVP Trust Officer (Omaha)
Janae Knoell, AVP Trust Officer (Omaha)
Mark Kisker, Senior VP Trust Officer (Lincoln)
Jennifer Jensen, AVP Trust Officer (Lincoln)
Clare Dorshorst, Trust Officer (Lincoln)
Vern Schulte, Trust Officer (Columbus)
Lynda Anderson, AVP Trust Officer (Beatrice)
WebsiteLearn more→
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Phone1-800-227-7715
Toll-Free1-800-227-7715
Mailing Address
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
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Pinnacle Bank (NE) accounts and other assets with trusts, beneficiary designations, and estate planning documents.
