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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Edfinancial

Estate planning at Edfinancial

How to protect 7 Edfinancial accounts — file death claims

Edfinancial

Subsidiary of Edfinancial Services, LLC

edfinancial.studentaid.gov→
Edfinancial logo

Edfinancial Borrower Services

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Military Servicemember Liaison
1-800-337-6884
Schools / Financial Aid Offices (ED FSA-listed line)
1-855-845-1001
WebsiteLearn more→

Edfinancial Borrower Services

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Military Servicemember Liaison
1-800-337-6884
Schools / Financial Aid Offices (ED FSA-listed line)
1-855-845-1001
WebsiteLearn more→

Edfinancial Borrower Services (Death Discharge)

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Document fax (direct line)
865-692-6348
WebsiteNotify online→
Verified Jul 2026

When a Edfinancial borrower dies, the loan does not simply disappear. The executor contacts Edfinancial to establish authority, learn the payoff amount, and choose how to handle the balance under the servicer's procedures and applicable law.

Edfinancial has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.

Preparing your estate

Beneficiaries and trust funding

How to review 7 account types at Edfinancial.

View details →

When someone dies

Death claim process

6-step process, 4 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • edfinancial.studentaid.gov
  • ecfr.gov
  • fsapartners.ed.gov
  • govinfo.gov
  • myaccount.edfinancial.studentaid.gov
  • studentaid.gov

Data sourced from Edfinancial primary sources (12 pages reviewed). How we research.

Edfinancial

Subsidiary of Edfinancial Services, LLC

edfinancial.studentaid.gov→
Edfinancial logo

Edfinancial Borrower Services

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Military Servicemember Liaison
1-800-337-6884
Schools / Financial Aid Offices (ED FSA-listed line)
1-855-845-1001
WebsiteLearn more→

Edfinancial Borrower Services

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Military Servicemember Liaison
1-800-337-6884
Schools / Financial Aid Offices (ED FSA-listed line)
1-855-845-1001
WebsiteLearn more→

Edfinancial Borrower Services (Death Discharge)

Phone1-855-337-6884
Toll-Free1-855-337-6884
Fax800-887-6130
Mailing Address

Edfinancial Services, P.O. Box 36008, Knoxville, TN 37930-6008

Document fax (direct line)
865-692-6348
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Edfinancial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Edfinancial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026