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)
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Huntington Personal Trust and Estate Services (successor to Veritex)
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
Huntington Bank Death Claims (successor to Veritex)
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
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.
- Bring a valid government-issued photo ID
- Request a POD (Payable-on-Death) beneficiary designation 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)
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Huntington Personal Trust and Estate Services (successor to Veritex)
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
Huntington Bank Death Claims (successor to Veritex)
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
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