What happens to your Bluevine accounts when you die
Covers 4 deposit, and 3 lending accounts — all transfer through probate
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support (deceased-account / estate requests)
Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Bluevine does not currently support beneficiary designations, transfer-on-death registrations, or trust account titling on any account type. All Bluevine accounts pass through the estate at death and may require probate.
When an account holder dies, the executor or administrator will need to contact Bluevine with a death certificate and legal authority documents to claim account balances. The process and required documents are covered on the death claim page.
Required Documents
- Business formation documents (articles of incorporation, operating agreement, partnership agreement, or DBA filing)
- EIN confirmation letter (or SSN for sole proprietorships)
- Government-issued ID for account owner(s) and authorized signers
Special Requirements
- Trusts are not listed as an eligible entity type for Bluevine business checking
- For business assets you want to pass to a trust, retitle the underlying business interest (e.g., assign LLC membership interest to the trust) rather than the Bluevine account itself
Sources
Data sourced from Bluevine primary sources (19 pages reviewed). How we research.
Download these Bluevine instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Bluevine primary sources. Bring it to the branch or keep it beside the phone.
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support (deceased-account / estate requests)
Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
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