How to name beneficiaries and fund a trust at Triumph
Covers 7 deposit, 2 retirement, and 1 lending accounts — beneficiaries must be updated in-branch
TBK Bank Customer Care
Phone1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
WebsiteLearn more→
TBK Bank Customer Care
Phone1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
WebsiteLearn more→
TBK Bank Customer Care (Death Claims)
Phone1-866-644-3935
Toll-Free1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
Verified May 2026
There are two ways to keep your Triumph 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.
Triumph has 10 accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Launch CheckingEveryday CheckingAIM CheckingSavings AccountMoney Market AccountCertificate of Deposit (CD)Premier Health Savings Account (HSA)
1
Visit any TBK Bank branch with identification
- Visit any TBK Bank branch location
- Bring a valid government-issued photo ID
2
Complete the beneficiary designation with a banker
- Provide beneficiary details: full legal name, date of birth, Social Security number, and relationship
- For deposit accounts, designate POD beneficiaries
- For IRA accounts, specify primary and contingent beneficiaries with percentage allocations
- Sign the designation form and retain a copy
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD beneficiary designations override the account holder's will for the designated account
- Trusts named as beneficiaries require the full legal trust name, date of the trust agreement, and trustee information
- IRA beneficiary changes may require spousal consent in community property states
TBK Bank Customer Care
Phone1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
WebsiteLearn more→
TBK Bank Customer Care
Phone1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
WebsiteLearn more→
TBK Bank Customer Care (Death Claims)
Phone1-866-644-3935
Toll-Free1-866-644-3935
Mailing Address
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
Verified May 2026
Estate planning articles
Learn how to protect your Triumph accounts and other assets with trusts, beneficiary designations, and estate planning documents.
