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
Regions Green Line Customer Service Center
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
Regions Private Wealth Management - Estate Administration
Regions Green Line Customer Service Center (deceased account reporting)
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.
- 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
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
Sources
Data sourced from Regions primary sources (32 pages reviewed). How we research.
Download these Regions instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Regions primary sources. Bring it to the branch or keep it beside the phone.
Regions Green Line Customer Service Center
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
Regions Private Wealth Management - Estate Administration
Regions Green Line Customer Service Center (deceased account reporting)
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