© 2026 SimplyTrust Software Inc.
Contact Customers Bank — 9-step process, 6 required documents, and varies based on documentation completeness and whether probate is required.
Death Claims
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
When a Customers Bank account holder passes away, the next step depends on how the accounts were set up. Accounts with beneficiary designations or trust ownership transfer outside of probate. Accounts titled solely in the deceased's name require the estate's legal representative to work with Customers Bank's Death Claims (1-866-476-2265) to access and distribute the funds.
The claim process begins with a phone call to 1-866-476-2265. Have the account holder's full name, account numbers, and a certified death certificate available when making initial contact.
Here is the step-by-step death claim process at Customers Bank:
Customers Bank does not publish a dedicated estate services page or specific death claim process on their website. Contact the bank's customer service line at 866-476-2265 for specific instructions and required forms. Per the consumer disclosures, upon a person's death the bank will pay the funds in the account in accordance with the appropriate documents presented.
Processing timelines at Customers Bank: Varies based on documentation completeness and whether probate is required.. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Customers Bank requires several documents to process a claim, including Certified copy of the death certificate, Government-issued photo ID for the claimant, and Letters Testamentary or Letters of Administration (if probate is required), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.
Contact Customers Bank at 866-476-2265 or visit a branch to add a Payable on Death (POD) beneficiary to your checking, savings, money market, or CD account. You will need to provide the beneficiary's full legal name and other identifying information. Per the bank's consumer disclosures, beneficiaries cannot withdraw funds unless all account owners have died.
If the account has a POD beneficiary designation, the named beneficiary can claim the funds by providing a death certificate and government-issued ID. If two or more beneficiaries survive, the bank pays the funds in equal shares. If the account is held in a trust, the successor trustee takes control. If neither applies, the account goes through probate and requires Letters Testamentary or Letters of Administration.
The mortgage obligation does not disappear at death. Under the federal Garn-St. Germain Act (12 U.S.C. 1701j-3), the lender cannot call the loan due or accelerate payments when the property transfers to a surviving spouse, child, or the borrower's revocable trust. Heirs should contact Customers Bank to discuss options including continued payments, loan assumption, refinancing, or payoff.
Customers Bank's Death Claims can be reached by phone at 1-866-476-2265 for questions throughout the claims process.
If the deceased held multiple Customers Bank accounts, each may require a separate claim or have different documentation requirements. The Death Claims can confirm which accounts require individual attention and which can be processed together.
Death Claims
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Calculators and checklists to help navigate estate settlement after a Customers Bank account holder passes away.
Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.