Executor resource library
Deceased-account guides by institution
Current procedures for banks, brokerages, payment services, and digital accounts, checked against each organization’s published instructions.
Popular starting points
- Death notification contacts: banks, investments and benefits Compare death-notification contacts and document starting points at 20 banks, investment firms, benefit providers, and transfer services. Find each official route.
- Discover Bank deceased account: forms and documents Settle a deceased Discover Bank customer's deposit account or IRA. Find the Beneficiary Care phone number, official forms, documents, and delivery options.
- Synchrony deceased notification: form and phone Notify Synchrony after a cardholder or bank customer dies. Use the official deceased-notification form and find Estate Services phone numbers and documents.
- Wells Fargo Estate Care Center phone, email, and death form Find the Wells Fargo Estate Care Center phone number, email address, online death-notification form, and required documents.
- State Farm life insurance claims: forms and payout Start a State Farm life insurance death claim. Find the official beneficiary form, Life Claims phone number, and review, processing, and payment-delivery times.
- Robinhood deceased account: estates form and steps Report a death to Robinhood using its Estates form. Learn what to submit and how brokerage, IRA, joint, beneficiary, and crypto assets are handled.
- Citibank estate services: phone and death notification Notify Citi after an account holder dies. Find the Estate Servicing phone number, product-specific contacts, required documents, and account-settlement steps.
- KeyBank deceased account: documents and settlement steps Close or retitle a KeyBank account after death. Learn how to start, which authority documents KeyBank accepts, and what happens to payments and transfers.
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- Access a Dropbox account after death: court-order steps Request access to a deceased person's Dropbox files and learn the identity, authority, and court-order requirements.
- Access or delete an Apple Account after death How does a Legacy Contact access a deceased person's Apple Account, and what can family do without an access key?
- Acorns account after death: beneficiary process Notify Acorns after a user dies. Learn how Invest, Later, and Checking accounts are handled for named beneficiaries and estate representatives.
- Alliant Credit Union account after death Settle an Alliant Credit Union member's deposit or investment account after death using its published survivor guide.
- Ally Bank deceased account and estate guide How to notify Ally Bank of a death, which documents beneficiaries and executors need, how to transfer or close the account, and how long review takes.
- American Century deceased account: inheritance forms Report an investor's death to American Century. Find the right contact, understand why death transfers need special paperwork, and separate account and plan types.
- Ameriprise deceased account: estate settlement forms Notify Ameriprise after a client dies. Find the estate settlement claim form, required documents, and separate paths for brokerage, bank, certificate, and beneficiary claims.
- Bank of America Estate Services: phone and documents Call Bank of America Estate Services at 1-888-689-4466 and get the current documents, case steps, and account-specific instructions.
- BECU deceased account: forms, address, and timeline Notify BECU of a death and find the deceased-account forms, mailing address, documents, and estate-account steps.
- Betterment account after death: beneficiary transfer Handle a Betterment investing or checking account after the owner dies. Learn how beneficiaries, joint owners, and executors begin the transfer process.
- BMO Alto deceased account settlement Settle a BMO Alto account after death using its current letter of direction, death-certificate, ID, and authority requirements.
- Capital One Estate Services: phone number and documents Call Capital One Estates at 1-877-357-5659. Find bank-account notification steps, secure document submission, and questions for your case manager.
- Charles Schwab deceased account transfer steps Notify Schwab of a death, verify the certificate, and learn how brokerage, beneficiary, inherited IRA, and estate accounts are transferred.
- Chase Estate Services: phone and documents Call Chase Estate Services at 1-866-926-6909 and get the current death-certificate, beneficiary, joint-account, and estate requirements.
- Chime deceased member account: closure and documents Report a Chime member's death through Member Services. Find the phone number, accepted death records, and questions to ask about closing the account.
- Citibank estate services: phone and death notification Notify Citi after an account holder dies. Find the Estate Servicing phone number, product-specific contacts, required documents, and account-settlement steps.
- Citizens Bank deceased account and estate account Handle a Citizens Bank account after death and prepare the bank's published estate-account documents.
- Claim a deceased person's Coinbase account How do you notify Coinbase of a death, prove estate authority, and transfer cryptocurrency from a deceased person's Coinbase account?
- PayPal account after death: documents and where to send them How does an executor close a deceased person's PayPal account and recover a remaining balance?
- Close a deceased person's Venmo account How to close a deceased relative's Venmo account, contact support, provide the death certificate, and recover money or crypto in the account.
- Close an Amazon account after death How do you contact Amazon after a customer dies, protect orders and digital content, cancel Prime, and close the account?
- Close an American Express account after death How do you notify American Express of a cardmember's death, close the account, handle the balance, and evaluate account takeover?
- Computershare deceased shareholder: transfer shares Notify Computershare of a shareholder's death and transfer shares. Use Estate Hub to identify documents, create a transfer package, and handle TOD or survivorship registrations.
- Deactivate an X account after death: official form Use X's deceased-account form to request deactivation and learn the identity and death-certificate requirements.
- Death notification contacts: banks, investments and benefits Compare death-notification contacts and document starting points at 20 banks, investment firms, benefit providers, and transfer services. Find each official route.
- Delete a Pinterest account after death: request steps Request deletion of a deceased person's Pinterest account and learn what proof a family member may need.
- Discord account after death: delete or memorialize? Can Discord memorialize or delete an account after someone dies, and what documents does a family member need?
- Discover Bank deceased account: forms and documents Settle a deceased Discover Bank customer's deposit account or IRA. Find the Beneficiary Care phone number, official forms, documents, and delivery options.
- E*TRADE deceased account: estate contact and documents E*TRADE Beneficiary Services: 888-402-0653, estate-team email, official death notification, documents and when the transfer clock starts.
- Edward Jones account after death Transfer an Edward Jones brokerage or retirement account after death and request estate valuation or re-registration support.
- Empower retirement account after death Notify Empower of a participant death and prepare the beneficiary claim for a 401(k), retirement plan, or investment account.
- EQ Shareowner Services after death: stock transfers Transfer directly registered shares after a shareholder dies. Find EQ Shareowner Services' Stock Power packet, support number, and signature-guarantee guidance.
- Fidelity deceased account inheritance steps Report a Fidelity account holder's death and learn how brokerage, cash management, inherited IRA, trust, and estate assets are transferred.
- Fifth Third death notification: bank and loan contacts Notify Fifth Third after a customer dies. Find the published probate contact for loans and distinguish loan assistance from deposit-account settlement.
- Google deceased user request form: close or get data Use Google's deceased user request form to close an account or request Gmail, Drive, Photos, and other account data.
- Guardian life insurance death claim Report a Guardian individual life insurance death claim online and prepare the policy, beneficiary, and death-certificate information.
- HealthEquity HSA after death: beneficiary claim form Find HealthEquity's deceased HSA holder form, beneficiary and estate document paths, and the distinction between a spouse transfer and an ordinary account closure.
- Huntington Bank account after death Report a death to Huntington Bank and handle joint, payable-on-death, and estate-owned deposit accounts.
- Interactive Brokers transfer on death: IBKR TOD beneficiary Learn what happens to an Interactive Brokers account after death, how an IBKR transfer-on-death beneficiary claims assets, and which documents to prepare.
- John Hancock life insurance death claim Report a death to John Hancock, determine Express Claim eligibility, and submit beneficiary or estate documents.
- KeyBank deceased account: documents and settlement steps Close or retitle a KeyBank account after death. Learn how to start, which authority documents KeyBank accepts, and what happens to payments and transfers.
- Lincoln Financial death claim File a Lincoln Financial life insurance or annuity death claim and prepare documents for an individual, estate, trust, or minor beneficiary.
- LinkedIn deceased account: memorialize or close it Memorialize or close a deceased person's LinkedIn account, including the form, proof, and authorized-person requirements.
- LPL Financial death: beneficiary and IRA claim forms Report an LPL Financial client's death and find the phone number, beneficiary documents, IRA claim form, and steps for transferring the account after death.
- M&T Bank Estate Services phone, email, and documents Find the M&T Bank Estate Services phone number, email, mailing address, required documents, and next steps for closing or transferring a deceased account.
- Marcus by Goldman Sachs deceased account Settle a Marcus savings or CD account after death and send deceased-account documents to the current official address.
- MassMutual life insurance death claim Start a MassMutual life insurance claim and gather the insured person's identity, death, residence, and policy information.
- Memorialize or delete a Facebook account after death How do family members memorialize or remove a deceased person's Facebook account, and what can a legacy contact do?
- Merrill Life Services: death notification and phone Notify Merrill Lynch of a death through Life Services and find the documents and transfer steps for brokerage, IRA, trust, and estate accounts.
- MetLife life insurance claim after death File a MetLife individual or employer life insurance claim, find a missing policy, and submit beneficiary or estate documents.
- Microsoft account after death: Outlook and OneDrive access Close a deceased person's Microsoft account or request Outlook, OneDrive, and account data after death.
- Morgan Stanley death: TOD and IRA distribution forms Report a Morgan Stanley account holder's death and find the TOD, IRA death-distribution, death-certificate, and affidavit requirements.
- Nationwide life insurance and annuity death claim File a Nationwide life insurance or annuity death claim, search for a lost policy, and understand its published claim stages.
- Navy Federal Survivor Support: phone, email, and forms Navy Federal Survivor Support contact details, deceased-account forms, beneficiary steps, and estate-account requirements.
- New York Life death claim and policy search Report a death to New York Life, start a beneficiary claim, continue a claim, or search for a policy.
- Northwestern Mutual death claim Report a death to Northwestern Mutual, determine whether a policy exists, and start a life insurance beneficiary claim.
- Optum Bank HSA after death: contacts and documents Notify Optum Bank of an HSA holder's death. Find product-specific support numbers, the account-freeze rule, and spouse, beneficiary, or estate document paths.
- Pacific Life death claim Initiate a Pacific Life insurance or annuity death claim and contact the correct customer-service or workforce-benefits team.
- PenFed estate account requirements Open a PenFed estate account after death and prepare the death certificate, court appointment, estate EIN, and executor ID.
- PNC deceased account documents and steps Handle a PNC account after death with the correct certificate, court authority, branch appointment, and product-specific instructions.
- Principal death claim and beneficiary forms File a Principal life insurance or retirement-plan death claim and choose the correct individual, group, or beneficiary form.
- Prudential life insurance death claim File a Prudential life insurance death claim and prepare the beneficiary, trust, estate, or minor-beneficiary documents.
- Regions deceased accounts: phone numbers and documents Contact Regions Bank about a deceased account, gather legal documents, and route deposits, loans, and estate banking correctly.
- Robinhood deceased account: estates form and steps Report a death to Robinhood using its Estates form. Learn what to submit and how brokerage, IRA, joint, beneficiary, and crypto assets are handled.
- Santander death of account holder: POD beneficiary steps Report a death to Santander Bank, confirm joint or payable-on-death ownership, and prepare the documents for a beneficiary or estate representative.
- Snapchat account after death: report or delete it Report a deceased person's Snapchat account and understand Snapchat's access and deletion limits.
- State Farm life insurance claims: forms and payout Start a State Farm life insurance death claim. Find the official beneficiary form, Life Claims phone number, and review, processing, and payment-delivery times.
- Synchrony deceased notification: form and phone Notify Synchrony after a cardholder or bank customer dies. Use the official deceased-notification form and find Estate Services phone numbers and documents.
- T. Rowe Price death of account holder: beneficiary forms Report a T. Rowe Price account holder's death and find the beneficiary claim, inherited IRA, and ownership-change forms.
- TD Bank deceased account closure steps Notify TD Bank after a death and understand joint-account access, ITF beneficiaries, documents, product contacts, and account restrictions.
- TIAA death notification and survivor benefits Notify TIAA of a participant death and start the beneficiary process for retirement, annuity, and investment accounts.
- TreasuryDirect after death: accounts and savings bonds Handle a TreasuryDirect account or inherited paper savings bonds after death. Find the official notification route and the right survivor or estate instructions.
- Truist death of account holder: requirements and PDF Find Truist’s official account agreement PDF, identify the deceased account’s ownership, and ask for the right estate documents.
- U.S. Bank deceased account closure steps Contact U.S. Bank after a death and bring the right documents for joint, POD, trust, probate-estate, and small-estate accounts.
- UBS account after death: beneficiary and estate steps Notify UBS after a client dies. Identify the advisor, account registration, beneficiary, death certificate, and authority documents needed for a transfer.
- USAA Survivor Relations: phone number and checklist USAA Survivor Relations contact details and the checklist for a deceased member's checking, savings, or certificate account.
- Vanguard deceased account transfer steps Notify Vanguard of a death and transfer brokerage, joint, transfer-on-death, inherited IRA, and estate accounts to the right owner.
- Voya group life death claim: forms and phone number Start a Voya employer-provided life insurance death claim. Find the Claims Center, employer and beneficiary paperwork, phone number, and claim-status requirements.
- Wealthfront account after death: documents and timeline Notify Wealthfront after an account owner dies. Find the official form, required documents, transfer options, support contacts, and expected timeline.
- Webull deceased account: estate and beneficiary steps Notify Webull of an account holder's death. Compare estate and TOD beneficiary documents, receiving-account requirements, and the published processing estimate.
- Wells Fargo Estate Care Center phone, email, and death form Find the Wells Fargo Estate Care Center phone number, email address, online death-notification form, and required documents.
- Yahoo deceased account: close email after someone dies How do I close a deceased person's Yahoo email account, stop paid services, and send the required documents?
- Firstrade account after death: notice and estate forms Notify Firstrade of an account holder's death, find estate and domicile forms, and confirm beneficiary, surviving-owner, or estate transfer requirements.