How to name beneficiaries and fund a trust at Seacoast Bank
Covers 11 deposit, 2 retirement, and 6 lending accounts — beneficiaries must be updated in-branch
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Death Claims
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
There are two ways to keep your Seacoast Bank accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Each of Seacoast Bank's 19 accounts has different rules for how it transfers at death. The sections below explain the options for each.
- Full name
- Date of birth
- Social Security number
- Relationship to account holder
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- A separate form is required for each account
- POD designations cannot be placed on business or trust accounts
- Named beneficiaries override your will for that account
- For IRA accounts, beneficiary designations are handled separately through the IRA agreement
Sources
Data sourced from Seacoast Bank primary sources (20 pages reviewed). How we research.
Download these Seacoast Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Seacoast Bank primary sources. Bring it to the branch or keep it beside the phone.
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Death Claims
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
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