What to do when a Ally Invest account holder dies

Processing timelines at Ally Invest: Ally contacts within 7 business days of document receipt. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Ally Invest requires several documents to process a claim, including Certified copy of death certificate, Government-issued ID for beneficiary, executor, or trustee, and Letters Testamentary or Administration (if no TOD designation), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Ally Invest's Ally Invest Estate Services can be reached by phone at 1-855-880-2559 and fax at 1-866-699-2959 for questions throughout the claims process.

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