How to name beneficiaries and fund a trust at SouthState Bank
Covers 9 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
Customer Care
SouthState Bank, PO Box 118068, Charleston, SC 29423
SouthState Wealth - Estate Settlement
Death Claims / Customer Care
SouthState Bank, ATTN: Inquiries, PO Box 118068, Charleston, SC 29423
The key to protecting your SouthState 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.
SouthState Bank has 12 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
- Legal name
- Date of birth
- SSN or address
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designation is established on the signature card -- not a separate form
- Changes must be evidenced by a written change to the signature card (in-branch only)
- Beneficiary changes cannot be made online, by phone, or by mail
- A beneficiary can be added during the initial account opening process or by visiting a branch after account opening
- Upon death of last owner, funds pass equally to surviving beneficiaries after deducting fees owed
- Bank has no obligation to notify beneficiaries of the existence of a POD account
- Must satisfy all requirements under applicable law to establish a valid POD account
Sources
Data sourced from SouthState Bank primary sources (25 pages reviewed). How we research.
Download these SouthState Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against SouthState Bank primary sources. Bring it to the branch or keep it beside the phone.
Customer Care
SouthState Bank, PO Box 118068, Charleston, SC 29423
SouthState Wealth - Estate Settlement
Death Claims / Customer Care
SouthState Bank, ATTN: Inquiries, PO Box 118068, Charleston, SC 29423
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