Preparing your Trustmark accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.

With 12 product types, Trustmark offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.

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1Visit any Trustmark banking location

2Request to add or update POD (Payable on Death) beneficiary designation

3Provide beneficiary information: full legal name, date of birth, Social Security number, and relationship

4Sign the beneficiary designation form

5Retain 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