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

47
JPMorgan 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

15

Life Insurance Companies

25

Retirement Plan Providers

5

Credit Unions

20

Mortgage Servicers

12

HSA & FSA Providers

8

Auto Lenders

12

Student Loan Servicers

9

Annuity Providers

7

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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