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Home→Financial Institutions→FirstBank→When someone dies

What to do when a FirstBank account holder dies

Contact FirstBank's Customer Service (no dedicated estate services department) — 7-step process, 5 required documents, and 2-4 weeks after all documentation is received

FirstBank

Subsidiary of PNC Financial Services Group (acquired January 5, 2026)

efirstbank.com →
FirstBank logo
Phone1-800-964-3444
Emailbanking@efirstbank.com
Fax1-303-235-1047
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

Metro Denver
303-237-5000
WebsiteLearn more →

Customer Service (no dedicated estate services department)

Phone1-800-964-3444
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

WebsiteLearn more →

Customer Service (death claims handled via main line)

Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

Verified Mar 2026

When a FirstBank 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 FirstBank's Customer Service (no dedicated estate services department) (1-800-964-3444) to access and distribute the funds.

Gather the account holder's full name, date of birth, and any known account or policy numbers before contacting FirstBank. A certified death certificate is the primary document required to start any claim.

Death claim process

Here is the step-by-step death claim process at FirstBank:

Filing a claim

1Notify FirstBank of the account holder's passing by calling 1-800-964-3444 or visiting any branch
2Provide a certified copy of the death certificate to the bank
3If the account has POD beneficiaries, provide valid government-issued photo ID for each beneficiary to claim funds
4If there is no POD designation, provide Letters Testamentary or Letters of Administration from the probate court
5The bank will review documentation and process the claim
6For accounts with POD beneficiaries, funds are distributed directly to named beneficiaries outside of probate
7For accounts without POD or joint ownership, funds are released to the estate per probate court instructions

Required Documents

  • Certified death certificate (original or certified copy)
  • Government-issued photo ID for beneficiary, executor, or personal representative
  • Letters Testamentary or Letters of Administration (if no POD designation or joint ownership)
  • Trust documents (if account is held in trust)
  • Small estate affidavit (if applicable under state law)

FirstBank does not have a dedicated online death notification portal. Contact customer service by phone or visit a branch to initiate the process. Accounts with POD beneficiary designations bypass probate and allow faster distribution to named beneficiaries. PNC acquisition completed January 5, 2026; death claim procedures will transition to PNC processes when customer conversion occurs in summer 2026.

Processing timelines at FirstBank: 2-4 weeks after all documentation is received. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

FirstBank requires several documents to process a claim, including Certified death certificate (original or certified copy), Government-issued photo ID for beneficiary, executor, or personal representative, and Letters Testamentary or Letters of Administration (if no POD designation or joint ownership), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.


Frequently asked questions

Yes. Payable on Death (POD) designations can be added to FirstBank deposit accounts including checking, savings, money market, and time deposit accounts. Visit a branch with valid government-issued photo ID or call customer service at 1-800-964-3444. POD designations allow account funds to pass directly to named beneficiaries outside of probate upon the account holder's death.

Notify FirstBank by calling 1-800-964-3444 or visiting a branch. A certified death certificate is required. If the account has a POD designation, funds pass directly to named beneficiaries outside of probate. If the account is jointly owned with right of survivorship, the surviving owner retains the account. If there is no POD or joint ownership, Letters Testamentary or Letters of Administration from the probate court are needed to release funds to the estate.

For POD beneficiaries: a certified death certificate and valid government-issued photo ID. For estate representatives: a certified death certificate, photo ID, and Letters Testamentary or Letters of Administration from the probate court. If the account was held in a trust, provide the trust documents. A small estate affidavit may be accepted if applicable under state law.

FirstBank's Customer Service (death claims handled via main line) can be reached by phone at 1-800-964-3444 and fax at 1-303-235-1047 for questions throughout the claims process.

If the deceased held multiple FirstBank accounts, each may require a separate claim or have different documentation requirements. The Customer Service (no dedicated estate services department) can confirm which accounts require individual attention and which can be processed together.

FirstBank

Subsidiary of PNC Financial Services Group (acquired January 5, 2026)

efirstbank.com →
FirstBank logo
Phone1-800-964-3444
Emailbanking@efirstbank.com
Fax1-303-235-1047
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

Metro Denver
303-237-5000
WebsiteLearn more →

Customer Service (no dedicated estate services department)

Phone1-800-964-3444
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

WebsiteLearn more →

Customer Service (death claims handled via main line)

Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address

FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215

Verified Mar 2026

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SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

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