A Message of Sympathy
We extend our heartfelt condolences to you and your family during this difficult time. We understand that handling financial matters after the loss of a loved one can be overwhelming, and we are here to support you every step of the way.
This guide is designed to help you understand what to expect, what documents may be needed, and how to proceed with accessing or closing accounts. If you have any questions, please don’t hesitate to reach out to our Contact Center (800.522.2748 Option 4).
Identify Your Responsibility
If you are appointed as a personal representative or trustee, follow the directives outlined in the court document naming you as executor or estate representative.
Obtain The Death Certificate
This document verifies our member's identity and residence. A certified death certificate is usually available from the funeral director or local vital records office.
Get answers to your common questions
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What should I do first?
Notify us of the passing by visiting a branch or calling the contact center. We will begin the process and guide you from there.
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What documents will I need?
Typically, we will ask for a certified copy of the death certificate, identification for the person handling the account, and any legal documents such as Letters of Testamentary or a succession.
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Can I access the account right away?
Access depends on the account type and legal authority. Our team will review the documents and provide next steps.
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How long does the process take?
Each situation is unique, but we aim to complete the process as quickly and compassionately as possible. We will keep you informed throughout.