Platte Valley Bank
Subsidiary of Platte Valley Financial Services Companies, Inc. (Platte Valley Companies)
pvbank.comWhat to do when a Platte Valley Bank account holder dies
Report the death to Platte Valley Bank at 1-888-632-7004
After an account holder at Platte Valley Bank 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 Platte Valley Bank at 1-888-632-7004 with the proper legal authority documents.
To start, call Platte Valley Bank at 1-888-632-7004. Have the account holder's full name, account numbers, and the death certificate ready before you call.
Death claim process
The death claim process at Platte Valley Bank works as follows:
Filing a claim
Accounts handled elsewhere2
- Platte Valley Bank Trust Services
Trusts the bank administers as trustee, and accounts administered by Trust Services1
Phone: 1-308-632-7004
Email: kreichert@pvbank.com
- Mountain Valley Bank
Colorado accounts; a separate affiliate bank (bankmvb.com)2
What Platte Valley Bank's agreement and guidance say1
- Accounts from a merged institution
Accounts opened at The Potter State Bank of Potter are now Platte Valley Bank accounts. Platte Valley Bank assumed all deposits, loans and branch operations in Potter and Kimball in the merger announced March 12, 2026.3
Not in Platte Valley Bank's published guidance6
- A procedure for reporting a death
- A list of required documents
- How long a claim takes
- A claim form
- Terms in its agreements for a customer's death
- An online way to report a death
Sources3
Platte Valley Bank can be reached by phone at 1-888-632-7004 for questions throughout the claims process.
Sources
(3)·
Data sourced from Platte Valley Bank primary sources (21 pages reviewed). How we research.
Platte Valley Bank death claims support
Phone
Nebraska banks -- Scottsbluff (PVB NE, NMLS #452996)
Wyoming banks -- Torrington (PVB WY, NMLS #450087)
Wyoming banks -- toll-free
Website
Estate planning articles
Learn how to protect your Platte Valley Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Forms for Settling an Estate
Free forms for settling an estate: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for your state.
Affidavit of Death
Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.
IRS Form 56
Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
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.
Tools for Settling an Estate
Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for your state.
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.
What Happens to Jointly Owned Property When an Owner Dies?
See what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.
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.
