What to do when a Pacific Enterprise account holder dies
Report the death to Pacific Enterprise at 1-855-476-2265
Pacific Enterprise has merged with another institutionMerged, effective February 2022
Pacific Enterprise Bank merged into United Business Bank, a BayCom Corp subsidiary, effective February 1, 2022. The former Pacific Enterprise Bank office at 17748 Sky Park Circle, Suite 100, Irvine, CA 92614 is a United Business Bank branch: 949.623.7600, Monday - Friday 9:00 am - 4:00 pm. The pacificenterprisebank.com website no longer serves a site.
After an account holder at Pacific Enterprise dies, accounts with beneficiary designations or trust ownership transfer to the designated recipients without probate. Solely-owned accounts require the estate's representative to contact Pacific Enterprise with the proper legal authority documents.
Gather the account holder's full name, date of birth, and any known account or policy numbers before contacting Pacific Enterprise.
Death claim process
Follow these steps to file a death claim with Pacific Enterprise:
Filing a claim
- The Irvine branch at 17748 Sky Park Circle, Suite 100, Irvine, CA 92614, the office Pacific Enterprise Bank opened in 2007: 949.623.7600, Monday - Friday 9:00 am - 4:00 pm
- The client support center for deposit and loan assistance: 855.476.2265, Monday - Friday 7:30 am - 5:00 pm PST
What Pacific Enterprise's agreement and guidance say1
Not in Pacific Enterprise's published guidance5
- A procedure for reporting a death
- A department for deceased-customer accounts
- A claim form
- A list of required documents
- Terms in its agreements for a customer's death
Sources
Data sourced from Pacific Enterprise primary sources (22 pages reviewed). How we research.
Pacific Enterprise death claims support
United Business Bank Client Support
Phone
Irvine branch, former Pacific Enterprise Bank office
Telephone Banking
Hours
Website
Death notifications go through general customer service.
Estate planning articles
Learn how to protect your Pacific Enterprise accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
Forms for Settling an Estate
Free forms for settling an estate: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
Affidavit of Heirship
Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.
Small Estate Affidavit
Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.
Tools for Settling an Estate
Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.
How Many Death Certificates Do I Need?
Calculate how many certified death certificates you need and see ordering info for your state.
Do I Need Probate?
Find out if an estate needs probate or qualifies for simplified procedures.
Do I Have to File Tax Returns for Someone Who Died?
Find out which tax returns need to be filed after someone dies and whether tax clearance is required.
How Do I Settle an Estate?
Personalized plan for settling an estate after someone passes away.
What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax, and inheritance tax for an estate.
