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Home→Financial Institutions→Pacific Premier Bank→When someone dies

What to do when a Pacific Premier Bank account holder dies

Contact Pacific Premier Bank's Columbia Private Trust (formerly Pacific Premier Trust) — 6-step process, 5 required documents, and distribution requests are initiated after receipt of the death certificate and completed claim forms; contact the bank for case-specific timelines

Pacific Premier Bank

Subsidiary of Columbia Banking System, Inc.

columbiabank.com →
Pacific Premier Bank logo
Phone866-486-7782
Mailing Address

Columbia Bank, 1301 A Street, Tacoma, WA 98402

WebsiteLearn more →

Columbia Private Trust (formerly Pacific Premier Trust)

Phone800-962-4238
Mailing Address

Columbia Private Trust, 1301 A Street, Tacoma, WA 98402

New Account Inquiries
855-453-4960
Main Line
866-818-4472
WebsiteLearn more →

Client Care

Phone866-486-7782
Mailing Address

Columbia Bank, 1301 A Street, Tacoma, WA 98402

Columbia Private Trust (Self-Directed IRA)
800-962-4238
Verified Mar 2026

When a Pacific Premier Bank 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 Pacific Premier Bank's Columbia Private Trust (formerly Pacific Premier Trust) (866-486-7782) 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 Pacific Premier Bank. 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 Pacific Premier Bank:

Filing a claim

1Contact Columbia Bank Client Care at 866-486-7782 to report the death and begin the claims process
2For deposit accounts with POD beneficiary: provide a certified death certificate and valid government-issued ID for each beneficiary
3For joint accounts: the surviving joint owner provides the death certificate to update the account
4For accounts without a beneficiary designation: provide letters testamentary or a state small estate affidavit
5For IRA accounts: provide the certified death certificate, completed IRA Beneficiary Distribution Election form (IRA-5061 or IRA-5068), and applicable inherited IRA application
6For Self-Directed IRA accounts through Columbia Private Trust, call 800-962-4238 and provide the certified death certificate and completed claim forms

Required Documents

  • Certified death certificate
  • Valid government-issued photo ID for each beneficiary or claimant
  • Account information for the deceased
  • For accounts without a beneficiary: letters testamentary or state small estate affidavit
  • For IRA accounts: IRA Beneficiary Distribution Request form (IRA-5061) and IRA Beneficiary Distribution and Inherited IRA Checklist (IRA-5068)

For standard deposit accounts, contact Columbia Bank Client Care at 866-486-7782. For Self-Directed IRA and trust account death claims through Columbia Private Trust, call 800-962-4238. Columbia Trust Company also provides trust administration and estate settlement services. IRA distribution requests require a certified death certificate and may require Social Security numbers for beneficiary processing.

Processing timelines at Pacific Premier Bank: Distribution requests are initiated after receipt of the death certificate and completed claim forms; contact the bank for case-specific timelines. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Pacific Premier Bank requires several documents to process a claim, including Certified death certificate, Valid government-issued photo ID for each beneficiary or claimant, and Account information for the deceased, 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

Visit any Columbia Bank branch with a valid government-issued ID to add a Payable on Death (POD) beneficiary to your deposit account. You can also call Columbia Bank Client Care at 866-486-7782 for assistance. Provide each beneficiary's full legal name, relationship, Social Security number, and date of birth. Total percentage allocations for primary and contingent beneficiaries must each equal 100%.

Contact Columbia Bank Client Care at 866-486-7782 to report the death and begin the claims process. For deposit accounts with a POD beneficiary, provide a certified death certificate and valid government-issued ID. For IRA accounts through Columbia Private Trust, call 800-962-4238 and provide the certified death certificate and completed IRA Beneficiary Distribution Request form (IRA-5061) and checklist (IRA-5068).

Pacific Premier Bank's Client Care can be reached by phone at 866-486-7782 for questions throughout the claims process.

If the deceased held multiple Pacific Premier Bank accounts, each may require a separate claim or have different documentation requirements. The Columbia Private Trust (formerly Pacific Premier Trust) can confirm which accounts require individual attention and which can be processed together.

Pacific Premier Bank

Subsidiary of Columbia Banking System, Inc.

columbiabank.com →
Pacific Premier Bank logo
Phone866-486-7782
Mailing Address

Columbia Bank, 1301 A Street, Tacoma, WA 98402

WebsiteLearn more →

Columbia Private Trust (formerly Pacific Premier Trust)

Phone800-962-4238
Mailing Address

Columbia Private Trust, 1301 A Street, Tacoma, WA 98402

New Account Inquiries
855-453-4960
Main Line
866-818-4472
WebsiteLearn more →

Client Care

Phone866-486-7782
Mailing Address

Columbia Bank, 1301 A Street, Tacoma, WA 98402

Columbia Private Trust (Self-Directed IRA)
800-962-4238
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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