Estate planning at Customers Bank
How to protect 14 Customers Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
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Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Alternate Customer Service
WebsiteLearn more→
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Alternate Customer Service
WebsiteLearn more→
Death Claims / Customer Service
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Verified Apr 2026
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 14 account types at Customers Bank.
View details →When someone dies
Death claim process
5-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 offers banking services across California, Colorado, Florida, Illinois, Massachusetts, New Hampshire, New Jersey, Nevada, New York, North Carolina, Pennsylvania, Rhode Island, and Texas. Branch locations are in southeastern Pennsylvania, Hamilton NJ, and Rye Brook NY, with non-branch offices along the I-95 corridor and west coast markets. Mortgage lending is available in 26 states plus DC.
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), or try the alternate number 833-595-0618 (Monday-Friday 8 AM to 8 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).
The Yield Shield Savings Account is a variable-rate savings account that automatically adjusts with the Federal Funds Rate. The APY is always the midpoint of the Fed Funds Target Range minus 0.15%, and adjusts within 48 hours of Fed rate decisions. Requires a $25,000 minimum balance to open and earn the APY; balances below $25,000 earn no interest. No debit card or checks are available. Online-only account.
Customers Bank offers CDs in 15-month (Ascent CD), 20-month, 24-month, 36-month, 48-month, and 60-month terms. The 20-month CD requires a $1,000 minimum deposit, while other standard CDs require $500. Interest is compounded monthly and credited monthly. CDs automatically renew at maturity with a 10 calendar day grace period. Early withdrawal penalties apply.
Customers Bank has branch locations in southeastern Pennsylvania, Hamilton NJ, and Rye Brook NY. The bank also operates non-branch offices in Manhattan, Providence RI, Boston MA, Portsmouth NH, Wilmington NC, Harrisburg PA, Orlando FL, Dallas TX, Chicago IL, Menlo Park CA, Irvine CA, Sacramento CA, Sherman Oaks CA, Denver CO, Reno NV, Las Vegas NV, and Durham NC. Online banking and deposit accounts are available in all states served. Find locations at https://www.customersbank.com/locations/.
Yes. Customers Bank offers unsecured fixed-rate personal loans from $5,000 to $35,000 with 3- or 5-year terms and APR rates from 11.60% to 26.00%. No downpayment or prepayment penalty. Currently available to customers in FL, IL, MA, NH, NJ, NY, NC, PA, RI, and TX. Minimum loan amounts vary by state. Subject to credit approval.
Sources
Data sourced from Customers Bank primary sources (22 pages reviewed). How we research.
C
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Alternate Customer Service
WebsiteLearn more→
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Alternate Customer Service
WebsiteLearn more→
Death Claims / Customer Service
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Verified Apr 2026
Estate planning articles
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
