What to do when a Customers Bank account holder dies
Contact Customers Bank — 5-step process, 6 required documents, and varies based on documentation completeness and whether probate is required.
C
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Lost/Stolen Cards
Fraud Reporting
WebsiteLearn more→
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Lost/Stolen Cards
Fraud Reporting
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 May 2026
What happens to Customers Bank accounts after the account holder dies depends on how each account was titled. Beneficiary-designated and trust-owned accounts transfer directly. Accounts in the deceased's name alone go through the estate, and the executor or administrator works with Customers Bank's Death Claims / Customer Service (1-610-933-7195) to claim the funds.
The first step is contacting Customers Bank at 1-610-933-7195 with the account holder's full name, account numbers, and a certified death certificate in hand.
Death claim process
Follow these steps to file a death claim with Customers Bank:
Filing a claim
1
Contact Customers Bank at 866-476-2265 to notify them of the account holder's death
2
Provide initial documentation:
- Certified copy of the death certificate
- Government-issued photo ID for the claimant
3
Provide additional documents based on how the account is held:
- POD beneficiary account: beneficiary presents the death certificate and ID to claim funds
- Revocable trust account: successor trustee presents trust documents and the death certificate
- No POD or trust: Letters Testamentary or Letters of Administration from probate court
- Small estate: a Small Estate Affidavit may be accepted if the estate qualifies under state law
4
Complete any distribution forms provided by Customers Bank
5
Funds are distributed per the applicable instructions after document review
Required Documents
- Certified copy of the death certificate
- Government-issued photo ID for the claimant
- Letters Testamentary or Letters of Administration (if probate is required)
- Trust agreement (if account held in trust)
- Small Estate Affidavit (if applicable under state law)
- Any distribution forms provided by 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.
How long the process takes at Customers Bank: Varies based on documentation completeness and whether probate is required. The most common reason for delays is missing or incomplete documentation, so submitting everything upfront is the best way to keep things moving.
Documentation required by Customers Bank includes Certified copy of the death certificate, Government-issued photo ID for the claimant, and Letters Testamentary or Letters of Administration (if probate is required), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
Frequently asked questions
Contact Customers Bank at 866-476-2265 to report the death and receive instructions. For POD beneficiary accounts, the named beneficiary presents a certified death certificate and government-issued photo ID to claim funds. For trust accounts, the successor trustee presents trust documents and a death certificate. For accounts without a beneficiary or trust, Letters Testamentary or Letters of Administration from probate court are required. Small Estate Affidavits may be accepted where applicable under state law.
Yes. Customers Bank offers Payable on Death (POD) beneficiary designations on deposit accounts including checking, savings, money market, and CDs. Visit a branch or call 866-476-2265 to add or update POD beneficiaries. Beneficiaries cannot withdraw funds unless all account owners have died and the beneficiary is then living. Named beneficiaries override your will for these accounts.
Customers Bank's Death Claims / Customer Service can be reached by phone at 1-866-476-2265 for questions throughout the claims process.
When the deceased had multiple Customers Bank accounts, some may need separate claims while others can be handled together. The Death Claims / Customer Service can clarify what's needed for each account type.
C
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Lost/Stolen Cards
Fraud Reporting
WebsiteLearn more→
Phone1-610-933-7195
Toll-Free1-866-476-2265
Mailing Address
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Lost/Stolen Cards
Fraud Reporting
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 May 2026
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