Deceased Customers

How to transfer assets for customers who have passed away

Table of Contents


What Happens To An Account When A Customer Passes Away

We explain the process for claiming ownership of an account after the owner has passed away. TABLE OF CONTENTS Who is the named beneficiary on my relative’s, friend’s, or spouse’s account? I am the named beneficiary—how do I move forward? Are there no named beneficiaries on your spouse’s IRA? Are there no named beneficiaries on your friend’s, spouse’s, or relative’s taxable account? What documents will I need? Why do I need an EIN? Why do you need the SSN and driver’s license of the executor? ...

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