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→
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Apr 2026
Estate planning for your Regions 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.
Regions offers 19 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
LifeGreen CheckingLifeGreen Preferred CheckingLifeGreen eAccess AccountLifeGreen Checking for Students62+ LifeGreen CheckingRegions Now CheckingLifeGreen SavingsRegions SavingsNow SavingsMoney Market AccountPremium Money MarketCertificate of Deposit (CD)
1
Visit a Regions Bank branch with government-issued photo ID
2
Request a Payable on Death (POD) beneficiary designation form
3
Complete the beneficiary designation form:
- Provide primary and contingent beneficiary details including full legal name, date of birth, and Social Security number
- For trusts as beneficiary: provide trust name, date established, and EIN
- Specify percentage allocations if naming multiple beneficiaries
4
Submit 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→
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Apr 2026
Estate planning articles
Learn how to protect your Regions accounts and other assets with trusts, beneficiary designations, and estate planning documents.
