Veritex
Subsidiary of Huntington Bancshares Incorporated (merger closed October 2025, accounts transitioned January 2026)
veritexbank.comEstate planning options at Veritex
Veritex merged into HuntingtonMerged, effective January 2026
Huntington Bancshares completed its merger with Veritex on October 20, 2025, when Veritex Community Bank merged into The Huntington National Bank. Former Veritex accounts and loans transitioned to Huntington Bank on January 20, 2026, and former Veritex branches now operate as Huntington Bank branches. This page stays live to help heirs settle legacy Veritex (and predecessor Green Bank) accounts.
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.
Beneficiary form at Veritex
POD beneficiary form.
- Contact your banker, visit a Huntington Bank branch (former Veritex branches now operate as Huntington branches), or call Huntington customer support for former Veritex customers at 1-800-823-2265
- All account owners sign
Required Documents
- POD beneficiary form, signed by all account owners. Huntington provides the form
- Contact your banker, visit a Huntington Bank branch, or call Huntington customer support for former Veritex customers at 1-800-823-2265
Required Documents
- Trust agreement or certification of trust (if Huntington requests one). Huntington may require a copy of either to confirm the trustees' authority
- Contact your banker, visit a Huntington Bank branch (former Veritex branches now operate as Huntington branches), or call Huntington customer support for former Veritex customers at 1-800-823-2265
- All account owners sign
Required Documents
- POD beneficiary form, signed by all account owners. Huntington provides the form
What Veritex says about beneficiaries and trusts
Each section is Veritex's own statement, with the document it comes from numbered under Sources.
How many beneficiaries, and how shares are split
- All accounts
If more than one beneficiary is living, Huntington pays each of them in equal shares unless otherwise noted.1
What a designation takes to be effective
Beneficiary forms Veritex issues1
- POD beneficiary form
Completed by all account owners. Sent by the institution on request.1
What Veritex's agreement says about beneficiaries3
- What the owner keeps while living
A POD beneficiary has no rights to the account while the owner is alive.1
- Joint accounts
On a joint account, the beneficiaries are paid only after all joint owners have died.1
- Claims against the account
A joint owner's pledge of the account to secure an obligation takes precedence over the interest of any beneficiary.1
Which accounts a trust can hold1
- Trust account
Huntington's agreement defines a formal trust account as one held by one or more trustees for the benefit of one or more beneficiaries under a written trust agreement.1
What Veritex says about trust accounts1
- Review of the trust document
Huntington acts only as a custodian of the trust funds on deposit and is "under no obligation to act as a trustee or to inquire as to the powers or duties of the trustee(s)."1
Sources1
- 1.Consumer Deposit Account Agreement, effective March 15, 2026
Sources
Data sourced from Veritex primary sources (15 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 estate support
Personal Trust and Estate Services, Dallas (Huntington Private Bank)
Phone
Personal Trust and Estate Services, Houston
Hours
Mailing address
Website
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