EverBank

Please Note: The information provided below is intended as a general guide to assist you with transferring your accounts into your trust. Financial institutions may update their policies, procedures, forms, or requirements at any time without notice. If you encounter any differences or have questions, please contact your financial institution directly or reach out to our office—we're happy to help.

EverBank Customer Service Phone #: 1-888-882-3837

How to Transfer Your EverBank Accounts Into Your Trust

If you have eligible EverBank checking, savings, money market, or certificate of deposit (CD) accounts, you can generally transfer ownership to your trust by updating the account registration. Follow the steps below to begin the process.

1. Contact EverBank

  • Contact EverBank Customer Service or visit a financial center, if available.

  • Let them know you would like to transfer your eligible bank accounts into your trust.

  • Ask what forms and documentation are required to complete the ownership change.

2. Gather Your Trust Documents

  • Have a copy of your Certification of Trust or Trust Certification available.

  • If requested, provide a complete copy of your trust agreement.

  • Have a valid government-issued photo ID available for all trustees who are required to sign.

3. Complete the Required Forms

  • Fill out the account ownership or trust registration forms provided by EverBank.

  • Sign any new signature cards or account documents as required.

  • If your trust has multiple trustees, all required trustees may need to sign before the transfer can be completed.

4. Submit Your Documents

  • Return the completed forms and supporting documentation according to EverBank's instructions.

  • Depending on the account type, documents may be submitted electronically, by mail, or through a financial center, if applicable.

5. Verify the Transfer

  • Confirm that your eligible accounts have been successfully retitled into the name of your trust.

  • Review your updated account statements or request written confirmation showing the new account ownership.

Additional Information

  • Eligible checking, savings, money market, and CD accounts can generally be retitled into a revocable living trust.

  • Some account types may have additional requirements or may not be eligible for trust ownership.

  • If you have questions about whether an account should be transferred into your trust, consult your estate planning attorney before completing the process.

  • Keep copies of your completed paperwork and updated account records with your estate planning documents.