Estate planning at Banco Popular
How to protect 4 Banco Popular accounts — file death claims
Customer Service
Customer Service
Estate Processing (696)
Banco Popular de Puerto Rico, Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708
Banco Popular offers 4 consumer accounts that interact with estate planning in distinct ways. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Banco Popular provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 4 account types at Banco Popular.
View details →When someone dies
Death claim process
7-step process, 5 required documents, and contact information for survivors.
View details →Banco Popular is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Yes. Using form BRA-1032A, Banco Popular can authorize a funeral-expense advance of up to $15,000 (issued as an official check payable directly to the funeral home, not reimbursed to heirs), and a general advance of up to $15,000 or 25% of the total funds, whichever is greater, before the full Declaration of Heirs process concludes and before the Relevo de Hacienda is obtained. Final disbursement is made by a single official check payable to all heirs and co-owners.
Sources
Data sourced from Banco Popular primary sources (11 pages reviewed). How we research.
Customer Service
Customer Service
Estate Processing (696)
Banco Popular de Puerto Rico, Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708
Estate planning articles
Learn how to protect your Banco Popular accounts and other assets with trusts, beneficiary designations, and estate planning documents.
