Platte Valley Bank
Subsidiary of Platte Valley Financial Services Companies, Inc. (Platte Valley Companies)
pvbank.comEstate planning options at Platte Valley Bank
The key to protecting your Platte Valley Bank accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation. Without one, the account goes through probate, adding time, cost, and court involvement for your family.
Platte Valley Bank has 15 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Required Documents
- Beneficiary's name (on the online application for a checking, savings or money market account)
- Beneficiary's date of birth (on the online application for a checking, savings or money market account)
- Beneficiary's Social Security number (on the online application for a checking, savings or money market account)
Beneficiary designation is not available for retirement accounts at Platte Valley Bank.
What Platte Valley Bank says about beneficiaries and trusts
Each section is Platte Valley Bank's own statement, with the document it comes from numbered under Sources.
Which accounts take a beneficiary1
What Platte Valley Bank says about trust accounts1
- Online access
Trust Services accounts are reached through Access Your Online Trust Account, which is separate from consumer digital banking.3
Not in Platte Valley Bank's published guidance5
- Beneficiary change procedure for existing accounts
- A beneficiary designation form, for retirement accounts
- A beneficiary designation form, for health savings accounts
- A procedure for holding an account in a trust
- Which trust documents it accepts
Sources3
Sources
(1)·
Data sourced from Platte Valley Bank primary sources (4 pages reviewed). How we research.
Download these Platte Valley Bank instructions
A printable PDF with the steps, required documents, and contact details, verified against Platte Valley Bank primary sources. Bring it to the branch or keep it beside the phone.
Platte Valley Bank estate support
Platte Valley Bank Trust Services
Phone
Katy Reichert -- Director of Trust and General Counsel
Clark Wisniewski -- COO / Trust Officer, CTFA
Marisa Sullivan -- Trust Services Specialist
Website
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