Estate planning at Marcus
How to protect 4 Marcus accounts — manage beneficiaries online, and file claims through Marcus's Customer Support
Phone1-855-730-7283
Toll-Free1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020
International
Customer Support
Phone1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020. Correspondence: Goldman Sachs Bank USA, P.O. Box 70379, Philadelphia, PA 19176-0379
WebsiteLearn more→
Customer Support (no dedicated bereavement department)
Phone1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020
Verified May 2026
How your Marcus accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary changes at Marcus can be made online and by phone.
Marcus has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, and review 4 account types at Marcus.
View details →When someone dies
Death claim process
Contact Marcus's Customer Support to file a claim. 6-step process, 4 required documents, and contact information for survivors.
View details →Reach Marcus's Customer Support at 1-855-730-7283 for help with any of these procedures.
Frequently asked questions
No. Per the Marcus Deposit Account Agreement (effective June 27, 2025), accounts may not be opened in the name of a trust or other legal entity, and may not be opened or maintained by a fiduciary such as an executor, conservator, guardian, or trustee. Marcus also does not allow a trust to be named as a POD beneficiary — only natural persons who are U.S. citizens or legal permanent residents can be named. If trust funding is a requirement for your estate plan, hold cash at an institution that supports trust-titled accounts and use Marcus only with individual POD beneficiaries or as part of your probate estate.
You can name up to 6 primary beneficiaries per account. All beneficiaries must be natural persons who are U.S. citizens or legal permanent residents with valid Social Security Numbers. All beneficiaries receive equal shares; custom percentages are not supported. Contingent beneficiaries are not available.
A POD account at Marcus is insured up to $250,000 per unique beneficiary, up to a maximum of $1,250,000 per account owner with 5 or more beneficiaries. Each beneficiary must have an equal interest in the deposit for this coverage to apply. Joint accounts have separate FDIC coverage calculations.
Sources
Data sourced from Marcus primary sources (15 pages reviewed). How we research.
Phone1-855-730-7283
Toll-Free1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020
International
Customer Support
Phone1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020. Correspondence: Goldman Sachs Bank USA, P.O. Box 70379, Philadelphia, PA 19176-0379
WebsiteLearn more→
Customer Support (no dedicated bereavement department)
Phone1-855-730-7283
Mailing Address
Goldman Sachs Bank USA, 11850 South Election Road, Draper, UT 84020
Verified May 2026
Estate planning articles
Learn how to protect your Marcus accounts and other assets with trusts, beneficiary designations, and estate planning documents.
