How to name beneficiaries and fund a trust at Platte Valley Bank
Covers 10 deposit, 3 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteNotify online→
Verified Apr 2026
The key to protecting your Platte Valley Bank 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.
With 15 product types, Platte Valley Bank offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
Free CheckingPersonal CheckingNOW CheckingSenior Citizen CheckingHealth Savings Account (HSA)Passbook SavingsSet-A-Goal SavingsMoney Market AccountCertificate of Deposit (CD)Coverdell Education Savings Account
1
Visit any Platte Valley Bank branch with a valid government-issued photo ID
2
Request to add or update beneficiary designations on your accounts
3
Provide beneficiary information:
- For deposit accounts: request POD (Payable on Death) designation with beneficiary full legal name, date of birth, Social Security number, and relationship
- For IRA accounts: complete the IRA Beneficiary Designation form with primary and contingent beneficiary sections
4
Review and sign the updated account documentation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trust beneficiary designations may require a copy of the Certification of Trust
- IRA beneficiary changes for married account holders may require spousal consent
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Platte Valley Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
