What to do when a Everwise account holder dies

Processing timelines at Everwise: POD and joint accounts processed upon verification of documents; estate accounts vary based on probate requirements. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Everwise requires several documents to process a claim, including Certified death certificate, Government-issued photo ID for claimant, and Letters Testamentary or Letters of Administration (if no POD/joint account), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Everwise's Death Claims can be reached by phone at 1-800-552-4745 for questions throughout the claims process.

If the deceased held multiple Everwise accounts, each may require a separate claim or have different documentation requirements. The Death Claims can confirm which accounts require individual attention and which can be processed together.