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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
Columbia Private Trust (formerly Pacific Premier Trust)
Columbia Private Trust, 1301 A Street, Tacoma, WA 98402
Client Care
Columbia Bank, 1301 A Street, Tacoma, WA 98402
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.
Here is the step-by-step death claim process at Pacific Premier Bank:
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.
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.
Columbia Private Trust (formerly Pacific Premier Trust)
Columbia Private Trust, 1301 A Street, Tacoma, WA 98402
Client Care
Columbia Bank, 1301 A Street, Tacoma, WA 98402
Calculators and checklists to help navigate estate settlement after a Pacific Premier Bank account holder passes away.
Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.