What to do when a Banc of California account holder dies

Processing timelines at Banc of California: 10-15 business days after receipt of all required documents. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Banc of California requires several documents to process a claim, including Certified copy of the death certificate, Valid government-issued photo ID for the claimant (beneficiary, executor, or successor trustee), and Account information for the deceased (account number, account type), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Banc of California's estate services team can be reached by phone at 1-877-770-2262, email at ClientCareCenter@bancofcal.com, and fax at 1-855-661-8155 for questions throughout the claims process.

If the deceased held multiple Banc of California accounts, each may require a separate claim or have different documentation requirements. The estate services team can confirm which accounts require individual attention and which can be processed together.