What to do when a Alliant account holder dies

Processing timelines at Alliant: Named beneficiaries can receive funds upon providing death certificate and completing the Dispersal Form. Accounts requiring probate depend on court timelines.. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Alliant requires several documents to process a claim, including Certified death certificate, Government-issued ID (driver's license, state ID, or U.S. passport), and Beneficiary Funds Dispersal Form for Deceased Member (provided by Alliant after notification), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Alliant's Special Services can be reached by phone at 1-800-328-1935 and fax at 1-773-462-2124 for questions throughout the claims process.

If the deceased held multiple Alliant accounts, each may require a separate claim or have different documentation requirements. The Special Services can confirm which accounts require individual attention and which can be processed together.