How to name beneficiaries and fund a trust at WesBanco
Covers 11 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-800-905-9043
Toll-Free1-800-905-9043
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
Trust and Investment Services
Phone(304) 234-9000
Toll-Free1-800-905-9043
EmailWSI@WesBanco.com
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
WebsiteLearn more →
Phone1-800-905-9043
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
Verified Mar 2026
Preparing your WesBanco 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 15 product types, WesBanco 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.
WesBanco OneWesBanco One Plus Interest CheckingDuty First CheckingA+ Student CheckingCompanion SavingsStatement SavingsPremium SavingsPersonal Money Market AccountCertificate of DepositRate Switch CDPenalty-Free CD
1Visit any WesBanco banking location with a valid government-issued photo ID
2Request to add or update POD (Payable on Death) beneficiary designations on your deposit accounts
3Provide beneficiary information: full legal name, date of birth, Social Security number, and relationship
4Designate primary and contingent beneficiaries with allocation percentages
5Review and sign the beneficiary designation form
6Request a copy of the completed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary designation forms must be completed in person or by mail; online beneficiary updates are not currently available for deposit accounts
- IRA beneficiary designations are managed through WesBanco Trust and Investment Services
- Trusts named as beneficiaries may require additional documentation including the trust agreement or Certification of Trust
Phone1-800-905-9043
Toll-Free1-800-905-9043
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
Trust and Investment Services
Phone(304) 234-9000
Toll-Free1-800-905-9043
EmailWSI@WesBanco.com
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
WebsiteLearn more →
Phone1-800-905-9043
Mailing Address
WesBanco Bank, Inc., 1 Bank Plaza, Wheeling, WV 26003
Verified Mar 2026
Estate planning documents for WesBanco customers
Free documents designed to protect your WesBanco accounts.