How to name beneficiaries and fund a trust at Woodforest
Covers 10 deposit, 2 retirement, and 2 lending accounts — beneficiaries must be updated in-branch
Phone1-866-553-0541
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
24-Hour Account Information
Lost or Stolen Debit Card
WebsiteLearn more→
Phone1-866-553-0541
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
24-Hour Account Information
Lost or Stolen Debit Card
WebsiteLearn more→
Death Claims
Phone1-877-968-7962
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
Verified May 2026
Estate planning for your Woodforest accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
Across 14 product types, Woodforest accounts vary in how they transfer at death. The sections below walk through Payable on Death (POD) designations, trust funding options, and which products support each method.
Woodforest CheckingPlatinum Plus CheckingChoice CheckingSterling Advantage AccountSecond Chance CheckingWBank AccountSavings AccountEmerald Elite AccountBig AccountCertificate of Deposit
1
Visit any Woodforest branch location
- Request to add or update a POD (Payable on Death) beneficiary designation
- Provide beneficiary information: full legal name, date of birth, Social Security number, and relationship
2
Complete and sign the beneficiary designation form
- Sign the beneficiary designation form in the presence of a banker
- Retain a copy of the signed form for your records
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD beneficiary changes typically require visiting a branch or completing a paper form
- Trusts named as beneficiaries require trust documentation including trust name, date, and trustee information
- IRA beneficiary changes require a separate IRA-specific beneficiary designation form
Phone1-866-553-0541
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
24-Hour Account Information
Lost or Stolen Debit Card
WebsiteLearn more→
Phone1-866-553-0541
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
24-Hour Account Information
Lost or Stolen Debit Card
WebsiteLearn more→
Death Claims
Phone1-877-968-7962
Toll-Free1-877-968-7962
Mailing Address
Woodforest National Bank, P.O. Box 7889, The Woodlands, TX 77387-7889
Verified May 2026
Estate planning articles
Learn how to protect your Woodforest accounts and other assets with trusts, beneficiary designations, and estate planning documents.
