How to name beneficiaries and fund a trust at Regions
Covers 12 deposit, 3 retirement, 1 investment, and 3 lending accounts — beneficiaries must be updated in-branch
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more →
Estate Services
Phone1-800-570-3778
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Mar 2026
Preparing your Regions accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
With 19 product types, Regions 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.
LifeGreen CheckingLifeGreen Preferred CheckingLifeGreen eAccess AccountLifeGreen Checking for Students62+ LifeGreen CheckingRegions Now CheckingLifeGreen SavingsRegions SavingsNow SavingsMoney Market AccountPremium Money MarketCertificate of Deposit (CD)
1Visit a Regions Bank branch with government-issued photo ID
2Request a Payable on Death (POD) beneficiary designation form
3Complete form with primary and contingent beneficiary details including full legal name, date of birth, and Social Security number
4For trusts as beneficiary: provide trust name, date established, and EIN
5Specify percentage allocations if naming multiple beneficiaries
6Submit signed form to the branch representative
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trusts can be named as POD beneficiaries
- Primary and contingent beneficiaries allowed
- Multiple beneficiaries can be named with percentage allocations
- A separate POD form is required for each account
- Named beneficiaries override your will
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more →
Estate Services
Phone1-800-570-3778
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Mar 2026
Estate planning documents for Regions customers
Free documents designed to protect your Regions accounts.