How to name beneficiaries and fund a trust at Veritex
Covers 13 deposit, 3 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Brand change
Huntington Bancshares completed its merger with Veritex on October 20, 2025, and former Veritex accounts, cards, checks, and branches converted to Huntington Bank on January 20, 2026 (Veritex online and mobile banking ended January 16, 2026). The Veritex brand is retired -- all former Veritex locations now operate as Huntington Bank branches. Former Veritex customers bank with Huntington; this page stays live to help heirs settle legacy Veritex (and predecessor Green Bank) accounts. Effective January 2026.
Veritex is now part of Huntington. The procedures below reflect Veritex's accounts during the transition. View the Huntington estate planning page.
Veritex
Subsidiary of Huntington Bancshares Incorporated (merger closed October 2025, accounts transitioned January 2026)
veritexbank.com→
Huntington Bank Customer Service (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Veritex transition line
Huntington Business & Commercial Banking
WebsiteLearn more→
Huntington Personal Trust and Estate Services (successor to Veritex)
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more→
Huntington Bank Death Claims (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Veritex transition line
WebsiteNotify online→
Verified Jul 2026
Preparing your Veritex 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 18 product types, Veritex 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.
Personal CheckingE-Personal CheckingVeriSmart CheckingPremium CheckingNOW CheckingSterling Checking (62+)Smart Interest CheckingPersonal SavingsSmart SavingsSmart Money Market6-Month Smart CD9-Month Smart CD12-Month Smart CD
1
Visit a Veritex 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
Sources
Data sourced from Veritex primary sources (18 pages reviewed). How we research.
Download these Veritex instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Veritex primary sources. Bring it to the branch or keep it beside the phone.
Veritex
Subsidiary of Huntington Bancshares Incorporated (merger closed October 2025, accounts transitioned January 2026)
veritexbank.com→Huntington Bank Customer Service (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Veritex transition line
Huntington Business & Commercial Banking
WebsiteLearn more→
Huntington Personal Trust and Estate Services (successor to Veritex)
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more→
Huntington Bank Death Claims (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Veritex transition line
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Veritex accounts and other assets with trusts, beneficiary designations, and estate planning documents.
