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Contact ServisFirst — 10-step process, and 6 required documents
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Death Claims
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
When a ServisFirst 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 ServisFirst's Death Claims (1-866-922-5794) to access and distribute the funds.
The claim process begins with a phone call to 1-866-922-5794. Have the account holder's full name, account numbers, and a certified death certificate available when making initial contact.
Here is the step-by-step death claim process at ServisFirst:
ServisFirst Bank does not publish a dedicated estate services portal or centralized estate claims department. Contact your local banking office directly or call Client Support at 866-922-5794 to initiate the death claim process. As a relationship-based bank, your local banker will coordinate the required steps.
ServisFirst requires several documents to process a claim, including Certified copy of the death certificate, Government-issued photo ID for the claimant, and Letters Testamentary or Letters of Administration (if probate is required), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.
Contact your ServisFirst banker or visit your local banking office to add a POD (Payable on Death) beneficiary to your checking, savings, money market, or CD account. Beneficiary designation is not available through online banking. Bring government-issued ID and the beneficiary's full name, date of birth, and Social Security number.
If the account has a named POD beneficiary, the beneficiary can claim funds by providing a death certificate and government-issued ID at a local banking office. If the account is titled in a trust, the successor trustee takes control by presenting the trust agreement and death certificate. If neither applies, the account goes through probate and requires Letters Testamentary or Letters of Administration from the court.
Visit your local ServisFirst Bank office or call Client Support at 866-922-5794. Bring or have available a certified copy of the death certificate, your government-issued ID, and documentation of your authority (beneficiary status, Letters Testamentary, trust agreement, etc.).
The mortgage obligation does not disappear at death. Heirs who inherit the property also inherit the mortgage. Under the federal Garn-St. Germain Act (12 U.S.C. 1701j-3), ServisFirst Bank cannot call the loan due or accelerate payments when the property transfers to a surviving spouse, child, or the borrower's revocable trust. Contact your local ServisFirst Bank office to discuss options including loan assumption, continued payments, refinancing, or payoff.
ServisFirst's Death Claims can be reached by phone at 1-866-922-5794 for questions throughout the claims process.
If the deceased held multiple ServisFirst accounts, each may require a separate claim or have different documentation requirements. The Death Claims can confirm which accounts require individual attention and which can be processed together.
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Death Claims
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Calculators and checklists to help navigate estate settlement after a ServisFirst 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.