Estate planning at Aidvantage
How to protect 5 Aidvantage accounts — file death claims
Aidvantage is a student loan servicer, so the estate planning question is about a debt, not an asset. When the borrower dies, the estate must notify Aidvantage and resolve the outstanding balance—through payoff, assumption, discharge, or surrender depending on the loan—rather than name a beneficiary.
Aidvantage provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 5 account types at Aidvantage.
View details →When someone dies
Death claim process
5-step process, 2 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Aidvantage primary sources (10 pages reviewed). How we research.
Estate planning articles
Learn how to protect your Aidvantage accounts and other assets with trusts, beneficiary designations, and estate planning documents.
