How to name beneficiaries and fund a trust at Pinnacle Bank
Covers 9 deposit, 3 retirement, 2 investment, and 2 lending accounts — beneficiaries must be updated in-branch
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Wealth Management -- Trust
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Death Claims
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
There are two ways to keep your Pinnacle Bank 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.
Across 16 product types, Pinnacle Bank 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/TOD accounts override your will
- POD accounts are free to both the account owner and the beneficiary
- No limit on how much money can be in a POD account
- Cash in trust accounts is separately insured to $250,000 per owner, per qualified beneficiary up to five beneficiaries
Sources
Data sourced from Pinnacle Bank primary sources (22 pages reviewed). How we research.
Download these Pinnacle Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Pinnacle Bank primary sources. Bring it to the branch or keep it beside the phone.
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Wealth Management -- Trust
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Death Claims
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
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