How to name beneficiaries and fund a trust at Trustmark
Covers 9 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Brand change
Trustmark National Bank changed its legal name to Trustmark Bank on August 4, 2025 and converted from a national charter to a Mississippi state charter (Federal Reserve member). It is the same bank under the same FDIC certificate (4988), with the same accounts, account numbers, and branches. Documents naming "Trustmark National Bank" remain valid; some pages on trustmark.com still carry the former name. Effective August 2025.
The procedures below reflect Trustmark's accounts. Account servicing may transfer as the change takes effect.
Customer Contact Center
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
Trustmark Wealth Management -- Investment and Trust Services
Trustmark Wealth Management, P.O. Box 291, Jackson, MS 39205-0291
Customer Contact Center (Trustmark has no separate estate-claims department; deceased-account matters are handled by the Contact Center and by branch staff)
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
There are two ways to keep your Trustmark 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.
Trustmark has 13 product types, and the estate transfer rules differ across them. Some support Payable on Death (POD) designations, some can be retitled into a trust, and others will require probate if nothing is set up. Each is covered below.
- 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
- 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
Sources
Data sourced from Trustmark primary sources (25 pages reviewed). How we research.
Download these Trustmark instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Trustmark primary sources. Bring it to the branch or keep it beside the phone.
Customer Contact Center
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
Trustmark Wealth Management -- Investment and Trust Services
Trustmark Wealth Management, P.O. Box 291, Jackson, MS 39205-0291
Customer Contact Center (Trustmark has no separate estate-claims department; deceased-account matters are handled by the Contact Center and by branch staff)
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
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