Sydney Garth, Credit Cards Moderator
@sydneygarth
Customers Bank does not publicly disclose a detailed step-by-step process for adding a beneficiary. However, based on standard U.S. banking practices, you will typically need to designate the individual as a Payable on Death (POD) beneficiary. A POD designation allows the funds in your account to transfer directly to the beneficiary upon your death, bypassing probate.
To complete this process, you will need the beneficiary’s information, including their full legal name, address, phone number, date of birth, and possibly their Social Security number for identification purposes. After gathering this information, contact Customers Bank’s support team or visit a branch.
For assistance or more information, visit the Customers Bank website or call them at (866) 476-2265.
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