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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Valley→Preparing your estate

How to name beneficiaries and fund a trust at Valley

Covers 17 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch

Valley

Subsidiary of Valley National Bancorp

valley.com→
Valley logo
Phone1-800-522-4100
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

Valley Wealth & Trust

Phone(973) 305-3500
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

WebsiteLearn more→

Valley Wealth & Trust

Phone(973) 305-3500
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

WebsiteNotify online→
Verified Jul 2026

The key to protecting your Valley 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.

With 21 product types, Valley 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.

All Access CheckingAll Access Rewards CheckingMy Choice CheckingValley Journey CheckingMy Choice Teen CheckingMilestone CheckingMy Loyalty CheckingInterest Checking PlusAll Access SavingsMoney Market SavingsTiered Money MarketPremium Money Market3-Month CD6-Month CD12-Month CD13-Month CD60-Month CD
1
Visit a Valley branch to request the form
  • Bring a valid government-issued photo ID
  • Request a POD (Payable-on-Death) beneficiary designation form
2
Complete and submit the form
  • Complete the form with primary and contingent beneficiary information
  • For trusts: provide the trust name, date, and trustee details
  • Submit the completed form to the branch representative

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Trusts can be named as POD beneficiaries with trust name, date, and trustee details
  • Primary and contingent beneficiaries allowed
  • Beneficiaries need death certificate and government-issued ID to claim funds
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • valley.com
  • valleytrust.com
  • nj.gov

Data sourced from Valley primary sources (22 pages reviewed). How we research.

Download these Valley instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Valley primary sources. Bring it to the branch or keep it beside the phone.

Valley

Subsidiary of Valley National Bancorp

valley.com→
Valley logo
Phone1-800-522-4100
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

Valley Wealth & Trust

Phone(973) 305-3500
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

WebsiteLearn more→

Valley Wealth & Trust

Phone(973) 305-3500
Mailing Address

80 E. Ridgewood Ave., Paramus, NJ 07452

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Valley accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Valley accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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