Institution Guides
Financial Institution Death Notification Guides
When a loved one passes away, you need to notify every financial institution where they held accounts. These guides walk you through each institution's process, required documents, and expected timelines.
Banks
47JPMorgan Chase
Banks1-866-926-6909
BMO Bank
Banks(888) 340-2265
HSBC Bank USA
Banks(888) 662-4722
Santander Bank, N.A.
Banks(877) 768-2265
Old National Bank
Banks(800) 731-2265
Associated Bank
Banks(800) 236-8866
Bank of America
Banks(888) 689-4466
Citibank
Banks(833) 956-0413
Wells Fargo
Banks(888) 790-7980
U.S. Bank
Banks(800) 872-2657
PNC Bank
Banks1-888-762-2265
Truist Bank
Banks(800) 789-3113
Capital One
Banks1-855-234-1142
TD Bank
Banks1-888-751-9000
Ally Bank
Banks(877) 247-2559
Goldman Sachs / Marcus
Banks(855) 730-7283
First Citizens Bank
Banks1-888-323-4732
Citizens Bank
Banks(800) 922-9999
Fifth Third Bank
Banks(866) 488-0017
M&T Bank
Banks1-800-724-2440
Huntington National Bank
Banks(800) 480-2265
American Express Bank
Banks(800) 266-7064
KeyBank
Banks1-800-539-2968
Northern Trust
Banks(866) 876-9944
Regions Bank
Banks(800) 289-6710
Discover Bank
Banks(800) 975-0162
UBS Financial Services Inc.
Banks(800) 354-9103
Synchrony Bank
Banks(844) 365-1994
USAA
Banks(800) 292-8294
Flagstar Bank, N.A.
Banks(888) 248-6423
City National Bank
Banks(800) 708-8881
Zions Bancorporation
Banks(888) 307-3411
Western Alliance Bank
Banks(888) 995-2265
First Horizon Bank
Banks(800) 382-5465
Webster Bank
Banks(800) 325-2424
East West Bank
Banks(888) 895-5650
UMB Bank
Banks(800) 699-8702
SouthState Bank
Banks(800) 277-2175
Valley National Bank
Banks(800) 522-4100
Synovus Bank
Banks(888) 796-6887
Pinnacle Financial Partners
Banks(800) 264-3613
Frost Bank
Banks(800) 513-7678
Umpqua Bank (now Columbia Bank)
Banks(866) 486-7782
BOK Financial
Banks844-517-3308
First National Bank of Pennsylvania
Banks1-800-555-5455
Raymond James Bank
Banks(800) 718-2265
SoFi Bank
Banks(855) 456-7634
Brokerages & Investment Firms
15Fidelity Investments
Brokerages & Investment Firms(800) 343-3548
Wells Fargo Advisors
Brokerages & Investment Firms(800) 603-1584
Raymond James
Brokerages & Investment Firms(800) 647-7378
LPL Financial
Brokerages & Investment Firms(800) 558-7567
Charles Schwab
Brokerages & Investment Firms(877) 566-2284
Vanguard
Brokerages & Investment Firms(877) 662-7447
Merrill Lynch
Brokerages & Investment Firms(855) 450-9015
Morgan Stanley
Brokerages & Investment Firms(866) 227-2256
Edward Jones
Brokerages & Investment Firms(888) 441-5475
Ameriprise Financial
Brokerages & Investment Firms(800) 862-7919
Robinhood
Brokerages & Investment FirmsNo direct estate line
Interactive Brokers
Brokerages & Investment Firms(877) 442-2757
T. Rowe Price
Brokerages & Investment Firms1-800-225-5132
Franklin Templeton
Brokerages & Investment Firms(800) 632-2301
SoFi
Brokerages & Investment Firms(855) 456-7634
Life Insurance Companies
25Northwestern Mutual
Life Insurance Companies(800) 635-8855
Massachusetts Mutual Life Insurance Company
Life Insurance Companies(800) 272-2216
TIAA
Life Insurance Companies(888) 380-6428
Guardian Life
Life Insurance Companies(866) 452-4542
MetLife
Life Insurance Companies1-800-638-5000
New York Life
Life Insurance Companies(800) 225-5695
Prudential
Life Insurance Companies1-800-778-4357
Lincoln Financial Group
Life Insurance Companies(800) 487-1485
Nationwide
Life Insurance Companies(800) 848-6331
State Farm
Life Insurance Companies(877) 292-0398
Transamerica
Life Insurance Companies(800) 797-2643
Equitable
Life Insurance Companies(800) 777-6510
Pacific Life
Life Insurance Companies(800) 347-7787
John Hancock
Life Insurance Companies(888) 887-2739
Protective Life
Life Insurance Companies1-800-424-1592
Mutual of Omaha
Life Insurance Companies(888) 493-6902
Securian Financial
Life Insurance Companies(800) 641-4611
Globe Life
Life Insurance Companies(800) 654-5433
Unum Group
Life Insurance Companies(800) 445-0402
Aflac
Life Insurance Companies(800) 992-3522
Corebridge Financial
Life Insurance Companies(844) 452-3832
Brighthouse Financial
Life Insurance Companies(800) 882-1292
Allianz Life Insurance Company of North America
Life Insurance Companies(800) 950-1962
Western & Southern Financial
Life Insurance Companies(800) 926-1315
Sammons Financial Group
Life Insurance Companies(800) 733-2524
Retirement Plan Providers
5Credit Unions
20Navy Federal Credit Union
Credit Unions(800) 883-3323
PenFed Credit Union
Credit Unions(571) 831-5340
BECU
Credit Unions800-233-2328
Alliant Credit Union
Credit Unions(800) 328-1935
RBFCU (Randolph-Brooks Federal Credit Union)
Credit Unions1-800-580-3300
Bethpage Federal Credit Union
Credit Unions(855) 308-1315
Virginia Credit Union
Credit Unions(804) 323-6800
State Employees' Credit Union (SECU)
Credit Unions(888) 732-8562
SchoolsFirst Federal Credit Union
Credit Unions(800) 462-8328
America First Credit Union
Credit Unions(800) 999-3961
Mountain America Credit Union
Credit Unions1-800-748-4302
Golden 1 Credit Union
Credit Unions(877) 465-3361 ext. 5590
Suncoast Credit Union
Credit Unions(800) 999-5887
First Tech Federal Credit Union
Credit Unions(855) 855-8805
Global Credit Union
Credit Unions(800) 525-9094
VyStar Credit Union
Credit Unions(904) 420-5878
Lake Michigan Credit Union
Credit Unions(616) 265-3130
Security Service Federal Credit Union
Credit Unions(800) 832-4602
Digital Federal Credit Union (DCU)
Credit Unions(800) 328-8797
GreenState Credit Union
Credit Unions(800) 397-3790
Mortgage Servicers
12Rocket Mortgage / Mr. Cooper
Mortgage Servicers(800) 603-1955
Wells Fargo Home Lending
Mortgage Servicers(888) 790-7980
LoanDepot
Mortgage Servicers(866) 258-6572
United Wholesale Mortgage
Mortgage Servicers(888) 464-2432
Chase Home Lending
Mortgage Servicers(866) 299-6752
Bank of America Mortgage
Mortgage Servicers(888) 689-4466
U.S. Bank Home Mortgage
Mortgage Servicers(800) 365-7772
Newrez / Shellpoint
Mortgage Servicers(800) 365-7107
Freedom Mortgage
Mortgage Servicers(855) 690-5900
Pennymac
Mortgage Servicers(800) 777-4001
CrossCountry Mortgage
Mortgage Servicers(877) 351-3400
PHH Mortgage
Mortgage Servicers(800) 449-8767
HSA & FSA Providers
8HealthEquity
HSA & FSA Providers866-346-5800
Fidelity Investments
HSA & FSA Providers(800) 544-4374
Optum Bank
HSA & FSA Providers1-866-234-8913
HSA Bank
HSA & FSA Providers(800) 357-6246
Bank of America HSA
HSA & FSA Providers(888) 689-4466
Lively, Inc.
HSA & FSA Providers(888) 576-4837
UMB Bank HSA
HSA & FSA Providers(866) 520-4472
PayFlex
HSA & FSA Providers(844) 729-3539
Auto Lenders
12Toyota Financial Services
Auto Lenders(800) 874-8822
TD Auto Finance
Auto Lenders(800) 556-8172
Honda Financial Services
Auto Lenders(800) 999-1009
GM Financial
Auto Lenders1-800-284-2271
Ally Auto
Auto Lenders(888) 925-2559
Chase Auto
Auto Lenders1-877-828-4771
Capital One Auto Finance
Auto Lenders(877) 357-5659
Ford Motor Credit
Auto Lenders(866) 466-6310 ext 72017
Wells Fargo Auto
Auto Lenders(888) 790-7980
Santander Consumer USA
Auto Lenders(888) 222-4227
Hyundai Capital America
Auto Lenders(800) 523-4030
CarMax Auto Finance
Auto Lenders(800) 925-3612
Student Loan Servicers
9Nelnet
Student Loan Servicers1-888-486-4722
Sallie Mae
Student Loan Servicers(800) 472-5543
MOHELA
Student Loan Servicers1-888-866-4352
Aidvantage
Student Loan Servicers800-722-1300
Edfinancial Services
Student Loan Servicers(855) 337-6884
SoFi Student Loans
Student Loan Servicers(855) 456-7634
Earnest / Navient
Student Loan Servicers(888) 601-2801
Citizens Student Loans
Student Loan Servicers(833) 531-1312
Discover Student Loans
Student Loan Servicers(888) 538-7378
Annuity Providers
7Athene Annuity and Life Company
Annuity Providers(888) 266-8489
Allianz Life Insurance Company of North America
Annuity Providers(800) 950-1962
New York Life Annuities
Annuity Providers(800) 225-5695
MassMutual Ascend
Annuity Providers(800) 854-3649
Corebridge Annuities
Annuity Providers(800) 445-7862
Jackson National Life Insurance Company
Annuity Providers(800) 644-4565
Equitable
Annuity Providers(800) 789-7771
All Institutions A–Z
Browse all 160 institution guides alphabetically.
ADP Retirement ServicesAflacAidvantageAlliant Credit UnionAllianz Life Insurance Company of North AmericaAllianz Life Insurance Company of North AmericaAlly AutoAlly BankAmerica First Credit UnionAmerican Express BankAmeriprise FinancialAssociated BankAthene Annuity and Life CompanyBank of AmericaBank of America HSABank of America MortgageBECUBethpage Federal Credit UnionBMO BankBOK FinancialBrighthouse FinancialCapital OneCapital One Auto FinanceCarMax Auto FinanceCharles SchwabChase AutoChase Home LendingCitibankCitizens BankCitizens Student LoansCity National BankCorebridge AnnuitiesCorebridge FinancialCrossCountry MortgageDigital Federal Credit Union (DCU)Discover BankDiscover Student LoansEarnest / NavientEast West BankEdfinancial ServicesEdward JonesEmpower RetirementEquitableEquitableFidelity InvestmentsFidelity InvestmentsFifth Third BankFirst Citizens BankFirst Horizon BankFirst National Bank of PennsylvaniaFirst Tech Federal Credit UnionFlagstar Bank, N.A.Ford Motor CreditFranklin TempletonFreedom MortgageFrost BankGlobal Credit UnionGlobe LifeGM FinancialGolden 1 Credit UnionGoldman Sachs / MarcusGreenState Credit UnionGuardian LifeHealthEquityHonda Financial ServicesHSA BankHSBC Bank USAHuntington National BankHyundai Capital AmericaInteractive BrokersJackson National Life Insurance CompanyJohn HancockJPMorgan ChaseKeyBankLake Michigan Credit UnionLincoln Financial GroupLively, Inc.LoanDepotLPL FinancialM&T BankMassachusetts Mutual Life Insurance CompanyMassMutual AscendMerrill LynchMetLifeMOHELAMorgan StanleyMountain America Credit UnionMutual of OmahaNationwideNavy Federal Credit UnionNelnetNew York LifeNew York Life AnnuitiesNewrez / ShellpointNorthern TrustNorthwestern MutualOld National BankOptum BankPacific LifePaychex RetirementPayFlexPenFed Credit UnionPennymacPHH MortgagePinnacle Financial PartnersPNC BankPrincipal Financial GroupProtective LifePrudentialRaymond JamesRaymond James BankRBFCU (Randolph-Brooks Federal Credit Union)Regions BankRobinhoodRocket Mortgage / Mr. CooperSallie MaeSammons Financial GroupSantander Bank, N.A.Santander Consumer USASchoolsFirst Federal Credit UnionSecurian FinancialSecurity Service Federal Credit UnionSoFiSoFi BankSoFi Student LoansSouthState BankState Employees' Credit Union (SECU)State FarmSuncoast Credit UnionSynchrony BankSynovus BankT. Rowe PriceTD Auto FinanceTD BankTIAAToyota Financial ServicesTransamericaTruist BankU.S. BankU.S. Bank Home MortgageUBS Financial Services Inc.UMB BankUMB Bank HSAUmpqua Bank (now Columbia Bank)United Wholesale MortgageUnum GroupUSAAValley National BankVanguardVirginia Credit UnionVoya FinancialVyStar Credit UnionWebster BankWells FargoWells Fargo AdvisorsWells Fargo AutoWells Fargo Home LendingWestern & Southern FinancialWestern Alliance BankZions Bancorporation
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