What to do when a Cornerstone Bank (Nebraska) account holder dies
Report the death to Cornerstone Bank (Nebraska)'s Customer Service Department at 1-800-642-6608
What happens to Cornerstone Bank (Nebraska) accounts after the account holder dies depends on how each account was titled. Beneficiary-designated and trust-owned accounts transfer directly. Accounts in the deceased's name alone go through the estate, and the executor or administrator works with Cornerstone Bank (Nebraska)'s Customer Service Department (1-402-363-7411) to claim the funds.
Death claim process
Here is the step-by-step death claim process at Cornerstone Bank (Nebraska):
Filing a claim
What happens to each kind of account1
- Employer retirement plan
On the employer-plan beneficiary form, a married participant's spouse is the automatic beneficiary of the whole benefit unless the spouse signed the notarized consent to someone else.1
Contingent beneficiaries on the plan form take only if every primary beneficiary has died, and a beneficiary who dies first has that share reallocated to the others as the plan explains.1
Accounts handled elsewhere2
- Cornerstone Bank Trust and Investment Division
Estates where a will names the bank personal representative, or where the bank acts as agent for the one appointed2
Phone: 1-402-363-7407
- Cornerstone Investments
Securities and advisory accounts offered through LPL Financial by representatives working with the bank3
Phone: 1-402-363-7436
Toll-free: 1-800-642-6608
Fax: 1-402-363-0005
Mailing address: 529 Lincoln Avenue, York, NE 68467
Not in Cornerstone Bank (Nebraska)'s published guidance9
- A department for deceased-customer accounts
- A claim form
- A list of required documents
- Whether the death certificate must be certified
- Which court appointment document it accepts
- An online way to report a death
- How long a claim takes
- A small-estate procedure
- Terms in its agreements for a customer's death
Cornerstone Bank (Nebraska)'s Customer Service Department can be reached by phone at 1-800-642-6608 and fax at 1-402-362-3249 for questions throughout the claims process.
Sources
(3)·
Data sourced from Cornerstone Bank (Nebraska) primary sources (30 pages reviewed). How we research.
Cornerstone Bank (Nebraska) death claims support
Customer Service Department
Phone
Toll-free
Fax
Office
Mailing address
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Forms for Settling an Estate
Free forms for settling an estate: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for your state.
Affidavit of Death
Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.
IRS Form 56
Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
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