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How to protect 13 Customers Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Death Claims
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank offers 13 consumer accounts that interact with estate planning in distinct ways. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Customers Bank handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Customers Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Customers Bank.
View details →When someone dies
9-step process, 6 required documents, and contact information for survivors.
View details →Customers Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Yes. Per Customers Bank's consumer disclosures, a revocable trust account may be opened without a written trust agreement. The account is titled in the name of one or more persons for the benefit of one or more named beneficiaries. Contact the bank at 866-476-2265 or visit a branch for specific requirements and documentation.
Customers Bank offers an Interest Checking account with up to 2.00% APY. The base rate is 1.00% APY with an additional bonus of 1.00% APY when you complete one direct deposit or two processed bill payments per statement cycle. The minimum balance to open is $50.00. Access to 55,000+ surcharge-free Allpoint ATMs is included.
Customers Bank offers several savings options: a Personal Savings account ($25,000 minimum), a CB Savings high-yield savings account ($25,000 minimum), a CB Max Savings account (no minimum balance to open or earn APY), and an Ascent Money Market Savings Account ($25,000 minimum). The Ascent Money Market does not come with an ATM card, debit card, or checks and is not intended for everyday spending.
Customers Bank offers CDs with terms of 20, 24, 36, 48, and 60 months, plus the Ascent CD. Most CDs require a $500 minimum to open ($1,000 for the 20-month CD). Interest is compounded monthly and credited monthly. CDs automatically renew at maturity with a 10 calendar day grace period to withdraw funds without penalty.
Customers Bank offers banking and loan services in Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and Texas. Branch locations are concentrated in southeastern Pennsylvania, with offices across the I-95 corridor from Philadelphia to Boston. Mortgage lending is currently available in PA, NY, NJ, CT, DE, MA, RI, VA, and DC.
Customers Bank does not publish a dedicated estate services phone number. Contact general customer service at 866-476-2265, available 7 days a week, Monday-Friday 8 AM to 11 PM ET. An alternate number is 833-595-0618, available Monday-Friday 8 AM to 8 PM ET. You can also visit any branch location or use the contact form at customersbank.com/contact-us/.
Death Claims
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
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