Estate planning articles
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Contact Customers Bank — 5-step process, 6 required documents, and varies based on documentation completeness and whether probate is required.
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Death Claims / Customer Service
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
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.
Follow these steps to file a death claim with 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.
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.
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Death Claims / Customer Service
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
