How to name beneficiaries and fund a trust at WSFS Bank
Covers 7 deposit, 1 retirement, and 1 investment accounts — beneficiaries must be updated in-branch
W
Customer Service (Deceased Account Notification)
Phone888.973.7226
Toll-Free888.973.7226
WebsiteNotify online→
Verified Jul 2026
Estate planning for your WSFS Bank 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.
WSFS Bank offers 9 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Everyday BankingRelationship CheckingCore SavingsMoney MarketHigh-Yield Money MarketFixed Rate CDCampus Banking
1
Visit a WSFS banking office in Pennsylvania, Delaware, or New Jersey with your government-issued photo ID, or request an appointment
2
Tell the associate you want to add or update a Payable on Death (POD) beneficiary on your checking, savings, money market, or CD account
3
Provide the beneficiary's information:
- Full legal name
- Relationship to you
- Date of birth and, where required, Social Security number
4
If naming more than one beneficiary, specify the share for each
5
Review and sign the POD designation paperwork with the associate
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- A POD beneficiary does not need to be present to be named
- A POD beneficiary does not need to be a WSFS customer
- Named beneficiary and POD designations pass outside probate and override instructions in your will
- If more than one POD beneficiary survives the last account owner, WSFS treats their interests as equal shares unless its account records state otherwise (WSFS Relationship Reference Guide); specify percentages if you do not want an equal split
Sources
Data sourced from WSFS Bank primary sources (17 pages reviewed). How we research.
Download these WSFS Bank instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against WSFS Bank primary sources. Bring it to the branch or keep it beside the phone.
W
Customer Service (Deceased Account Notification)
Phone888.973.7226
Toll-Free888.973.7226
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your WSFS Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
