Estate planning at Customers Bank
How to protect 10 Customers Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Deposit Operations (deposit-account estate claims; no dedicated death-claims unit)
Customers Bank, Attn: Deposit Operations, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
How your Customers Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Account holders can update their beneficiary designations at Customers Bank in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Customers Bank: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at Customers Bank.
View details →When someone dies
Death claim process
6-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.
Frequently asked questions
Customers Bank does not publish a dedicated estate services phone number. Contact general customer service at 866-476-2265 (7 days a week, Monday-Friday 8 AM to 11 PM ET). You can also visit any branch location or use the contact form at https://www.customersbank.com/contact-us/.
Yes. Customers Bank accepts both revocable and irrevocable trust accounts. Per the bank's consumer disclosures, a revocable trust account may be opened without a written trust agreement. To open or retitle an account to a trust, visit a branch or call 866-476-2265 with your trust agreement or Certification of Trust, government-issued photo ID for each trustee, and the trust tax identification number (EIN or grantor SSN for revocable trusts).
Sources
Data sourced from Customers Bank primary sources (15 pages reviewed). How we research.
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Deposit Operations (deposit-account estate claims; no dedicated death-claims unit)
Customers Bank, Attn: Deposit Operations, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Estate planning articles
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
