How to name beneficiaries and fund a trust at Stock Yards Bank
Covers 8 deposit, 5 retirement, and 5 lending accounts — beneficiaries must be updated in-branch
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Death Claims / Estate Services
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Estate planning for your Stock Yards Bank 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.
Stock Yards Bank offers 18 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.
- Bring a valid government-issued photo ID
- Request to add or update POD beneficiaries on your account
- Complete the POD beneficiary designation form with a banker
- Name primary and contingent beneficiaries with percentage allocations
- For trusts: provide trust name, trustee information, and trust EIN
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Name primary and contingent beneficiaries for all accounts
- Trusts can be named as beneficiaries with trust name, trustee, and EIN
- Assets in POD accounts pass outside of probate to named beneficiaries
- Review beneficiaries periodically, especially after marriage, divorce, or birth of children
- Named beneficiaries override your will
Sources
Data sourced from Stock Yards Bank primary sources (25 pages reviewed). How we research.
Download these Stock Yards Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Stock Yards Bank primary sources. Bring it to the branch or keep it beside the phone.
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Death Claims / Estate Services
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
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