How to name beneficiaries and fund a trust at Renasant Bank
Covers 10 deposit, 8 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-877-367-5371
Emailinfo@renasant.com
Mailing Address
Renasant Bank, 209 Troy Street, Tupelo, MS 38801
WebsiteLearn more→
Wealth Management Trust Division
Phone662-680-1209
Emailtrust@renasant.com
Mailing Address
Renasant Bank Wealth Management, 209 Troy Street, Tupelo, MS 38801
WebsiteLearn more→
Death Claims / Estate Services
Phone1-877-367-5371
Emailtrust@renasant.com
Mailing Address
Renasant Bank, P.O. Box 709, Tupelo, MS 38802
Verified Apr 2026
The key to protecting your Renasant 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.
Across 20 product types, Renasant Bank accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
Rewards Extra CheckingInterest CheckingSimple CheckingRegular SavingsRewards SavingsPersonal Money MarketHealth Savings AccountCertificate of DepositCD SpecialChildren's Savings
1
Visit any Renasant Bank branch location:
- Bring valid government-issued photo ID
- Request to add or update POD beneficiary designations on your deposit accounts
2
Provide beneficiary information:
- Full legal name, date of birth, and Social Security number for each beneficiary
3
Sign the beneficiary designation form
4
Request a copy of the completed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trusts named as beneficiaries require the full legal trust name, date of trust, and tax identification number
- For IRA accounts, spousal consent may be required in community property states when naming a non-spouse beneficiary
Phone1-877-367-5371
Emailinfo@renasant.com
Mailing Address
Renasant Bank, 209 Troy Street, Tupelo, MS 38801
WebsiteLearn more→
Wealth Management Trust Division
Phone662-680-1209
Emailtrust@renasant.com
Mailing Address
Renasant Bank Wealth Management, 209 Troy Street, Tupelo, MS 38801
WebsiteLearn more→
Death Claims / Estate Services
Phone1-877-367-5371
Emailtrust@renasant.com
Mailing Address
Renasant Bank, P.O. Box 709, Tupelo, MS 38802
Verified Apr 2026
Estate planning articles
Learn how to protect your Renasant Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
