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
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
TBK Bank Customer Care
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
TBK Bank Customer Care (Death Claims)
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
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.
- Visit any TBK Bank branch location
- Bring a valid government-issued photo ID
- 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
Sources
Data sourced from Triumph primary sources (22 pages reviewed). How we research.
Download these Triumph instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Triumph primary sources. Bring it to the branch or keep it beside the phone.
TBK Bank Customer Care
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
TBK Bank Customer Care
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
TBK Bank Customer Care (Death Claims)
TBK Bank, SSB, 12700 Park Central Dr., Dallas, TX 75251
Estate planning articles
Learn how to protect your Triumph accounts and other assets with trusts, beneficiary designations, and estate planning documents.
