HomeStreet
Subsidiary of Mechanics Bancorp (NASDAQ: MCHB) — HomeStreet, Inc. renamed at the closing of the 2025-09-02 merger; HomeStreet Bank merged into Mechanics Bank
homestreet.comEstate planning and settlement at HomeStreet
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-797-6324
HomeStreet merged into Mechanics BankMerged, effective September 2025
HomeStreet Bank merged with and into Mechanics Bank on September 2, 2025; the holding company HomeStreet, Inc. survived and was renamed Mechanics Bancorp (NASDAQ: MCHB). Deposit accounts and online banking converted to Mechanics Bank systems on Monday, March 23, 2026 — the vast majority of account numbers carried over unchanged, the old routing number still works, and 121102036 is used for new checks and new ACH set-ups. For a former HomeStreet mortgage, HELOC or personal loan the transition hub directs customers to Customer Care at 800-719-8080 or a banking center; Mechanics Bank Loan Servicing, which runs the Check My Loan platform, is 800-237-3194. A loan number may have changed in the March 2026 conversion (the bank said it would mail the new number). homestreet.com redirects to mechanicsbank.com, and former HomeStreet accounts log in through Online Banking Plus. Former HomeStreet client support: 800-719-8080 (Mon-Fri 8:00am-6:00pm PT). Mechanics Bank Customer Care: 800-797-6324. Mortgage servicing: 800-237-3194.
HomeStreet offers 11 consumer accounts that interact with estate planning in distinct ways. Of those, 9 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
HomeStreet lets account holders update beneficiary designations in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
HomeStreet provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at HomeStreet.
Preparing your estate →Death claim process
Report the death to HomeStreet's Mechanics Bank Customer Care at 1-800-797-6324. The page lists the steps and the documents to send.
When someone dies →HomeStreet's Trust and Estate Services can answer questions about beneficiaries, trusts, or death claims at 1-925-482-8060. Email inquiries can be sent to wealth@mechanicsbank.com.
HomeStreet operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from HomeStreet primary sources (15 pages reviewed). How we research.
HomeStreet customer support
Mechanics Bank Customer Care (former HomeStreet client support: 800-719-8080)
Phone
Former HomeStreet client support
Mortgage servicing (Check My Loan)
Credit Card Services
Treasury Management
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your HomeStreet accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
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