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
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Director of Trust Services
WebsiteLearn more→
Wealth Management & Trust
Phone502-625-1005
Director of Trust Services
Director of Wealth Management
WebsiteLearn more→
Death Claims / Estate Services
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management (for trust/estate accounts)
Verified Jul 2026
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.
Smart CheckingPlatinum CheckingExtreme CheckingSecure CheckingBank On SYB CheckingStatement SavingsPremier Money MarketCertificate of Deposit
1
Visit a Stock Yards Bank branch:
- Bring a valid government-issued photo ID
- Request to add or update POD beneficiaries on your account
2
Complete the designation form:
- 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
3
Receive confirmation of your beneficiary designations
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 (23 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.
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Director of Trust Services
WebsiteLearn more→
Wealth Management & Trust
Phone502-625-1005
Director of Trust Services
Director of Wealth Management
WebsiteLearn more→
Death Claims / Estate Services
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management (for trust/estate accounts)
Verified Jul 2026
Estate planning articles
Learn how to protect your Stock Yards Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
