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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Popular Bank→Preparing your estate

How to name beneficiaries and fund a trust at Popular Bank

Covers 9 deposit, 2 retirement, 1 investment, and 2 lending accounts — beneficiaries can be managed online

Popular Bank

Subsidiary of Popular, Inc.

popularbank.com→
Popular Bank logo
Phone1-800-377-0800
Emailpopularnet@popular.com
Mailing Address

Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500

TTY/TDD
1-888-801-4871
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
WebsiteLearn more→

Popular Private Client Trust Services

Phone1-888-588-8419
Puerto Rico Trust Department
787-724-3657
NYC Headquarters (85 Broad St)
212-417-6800
NYC Madison Avenue (285 Madison Ave)
212-641-1580
NYC Columbus Avenue (730 Columbus Ave)
212-865-8812
Miami Brickell (1221 Brickell Ave)
305-938-0110
Miami Aventura (2875 NE 191 St, Suite 101)
786-953-1312
WebsiteLearn more→

Death Claims / Estate Processing

Phone1-800-377-0800
Mailing Address

Banco Popular de Puerto Rico Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708 (Puerto Rico accounts); Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500 (mainland branch accounts); Popular Bank, Attn: Popular Direct Products, P.O. Box 4884, Miami Lakes, FL 33014 (Popular Direct online savings/CD accounts)

TeleBanco Popular (Puerto Rico)
787-724-3650
Puerto Rico Estate Processing Direct
787-724-3659
Puerto Rico Card Product Customer Service (credit-card-only decedents)
787-758-0505
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
Verified Jul 2026

Estate planning for your Popular Bank accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.

Popular Bank has 14 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.

Popular Easy Access CheckingPopular Everyday CheckingPopular Prestige CheckingPalladium CheckingPopular SavingsPopular Saver Money MarketPopular CDPopular Direct SavingsPopular Direct CD
1
Log in to Popular Online Banking:
  • Send a secure message requesting a POD (Payable on Death) beneficiary designation
2
Provide beneficiary details:
  • Last 4 digits of account number, beneficiary full legal name, address, date of birth, relationship, and Social Security number
  • For trusts as beneficiary: provide the full name of the trust exactly as listed in the trust agreement
  • Specify allocation percentages if naming multiple beneficiaries (equal by default)
3
Account updated within 1-3 business days; confirmation sent via secure message

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Up to 3 individuals or 1 trust as POD beneficiaries per account
  • Funds distribute equally by default; a letter of instruction can request different percentages
  • Online beneficiary designation is handled via secure message through Popular Online Banking
  • Named POD beneficiaries override your will
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • popularbank.com
  • documents.popular.com
  • populardirect.com
  • helpcenter.popularbank.com
  • popular.com

Data sourced from Popular Bank primary sources (19 pages reviewed). How we research.

Download these Popular Bank instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Popular Bank primary sources. Bring it to the branch or keep it beside the phone.

Popular Bank

Subsidiary of Popular, Inc.

popularbank.com→
Popular Bank logo
Phone1-800-377-0800
Emailpopularnet@popular.com
Mailing Address

Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500

TTY/TDD
1-888-801-4871
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
WebsiteLearn more→

Popular Private Client Trust Services

Phone1-888-588-8419
Puerto Rico Trust Department
787-724-3657
NYC Headquarters (85 Broad St)
212-417-6800
NYC Madison Avenue (285 Madison Ave)
212-641-1580
NYC Columbus Avenue (730 Columbus Ave)
212-865-8812
Miami Brickell (1221 Brickell Ave)
305-938-0110
Miami Aventura (2875 NE 191 St, Suite 101)
786-953-1312
WebsiteLearn more→

Death Claims / Estate Processing

Phone1-800-377-0800
Mailing Address

Banco Popular de Puerto Rico Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708 (Puerto Rico accounts); Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500 (mainland branch accounts); Popular Bank, Attn: Popular Direct Products, P.O. Box 4884, Miami Lakes, FL 33014 (Popular Direct online savings/CD accounts)

TeleBanco Popular (Puerto Rico)
787-724-3650
Puerto Rico Estate Processing Direct
787-724-3659
Puerto Rico Card Product Customer Service (credit-card-only decedents)
787-758-0505
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
Verified Jul 2026

Estate planning articles

Learn how to protect your Popular Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Popular Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
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Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
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Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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