How to name beneficiaries and fund a trust at The First
Covers 9 deposit, 2 retirement, and 3 lending accounts — beneficiaries must be updated in-branch
The First Bank Service Center
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
WebsiteLearn more→
The First Bank Service Center
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
WebsiteLearn more→
Death Claims (now handled by Renasant Bank -- call 1-877-367-5371)
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
Renasant Customer Experience Center
Verified Apr 2026
The key to protecting your The First 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.
Each of The First's 14 accounts has different rules for how it transfers at death. The sections below explain the options for each.
Basic CheckingE-CheckingRelationship Checking50 First CheckingCommunity CheckingStatement SavingsPremium Plus SavingsMoney Market AccountCertificate of Deposit
1
Visit any The First Bank branch and request a POD update
- Request to add or update POD (Payable on Death) beneficiary designation
- Provide beneficiary information: full legal name, date of birth, Social Security number, and relationship
2
Complete and retain the designation form
- Sign the beneficiary designation form
- Retain a copy of the signed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD beneficiary changes typically require visiting a branch or completing a paper form
- Trusts named as beneficiaries require trust documentation including trust name, date, and trustee information
- IRA beneficiary changes may require a separate IRA-specific beneficiary designation form
The First Bank Service Center
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
WebsiteLearn more→
The First Bank Service Center
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
WebsiteLearn more→
Death Claims (now handled by Renasant Bank -- call 1-877-367-5371)
Phone1-800-753-2427
Mailing Address
The First Bank, P.O. Box 15549, Hattiesburg, MS 39404-5549
Renasant Customer Experience Center
Verified Apr 2026
Estate planning articles
Learn how to protect your The First accounts and other assets with trusts, beneficiary designations, and estate planning documents.
