Estate planning at PNC Bank
How to protect 17 PNC Bank accounts — manage beneficiaries online, fund a trust in-branch, and file claims through PNC Bank's PNC Private Bank Hawthorn
Notice of Death team (documents go to PNC Document Review); Probate Team handles the account afterward
PNC Bank, Document Review, PO Box 609, Pittsburgh, PA 15230-0609, Mailstop: P7-PFSC-05-4
How your PNC Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 14 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
PNC Bank lets account holders update beneficiary designations online, in branch, and by phone, typically taking a few minutes online. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
PNC Bank 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, fund a trust in-branch, and review 17 account types at PNC Bank.
View details →When someone dies
Death claim process
Contact PNC Bank's PNC Private Bank Hawthorn to file a claim. 6-step process, 10 required documents, and contact information for survivors.
View details →Reach PNC Bank's PNC Private Bank Hawthorn at 1-888-947-3762 for help with any of these procedures.
Sources
Data sourced from PNC Bank primary sources (15 pages reviewed). How we research.
Notice of Death team (documents go to PNC Document Review); Probate Team handles the account afterward
PNC Bank, Document Review, PO Box 609, Pittsburgh, PA 15230-0609, Mailstop: P7-PFSC-05-4
Estate planning articles
Learn how to protect your PNC Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
