What to do when a First Bank & Trust (South Dakota) account holder dies
Report the death to First Bank & Trust (South Dakota)'s Customer Service at 1-800-843-1552
After an account holder at First Bank & Trust (South Dakota) dies, accounts with beneficiary designations or trust ownership transfer to the designated recipients without probate. Solely-owned accounts require the estate's representative to contact First Bank & Trust (South Dakota)'s Customer Service at 1-800-843-1552 with the proper legal authority documents.
Death claim process
Follow these steps to file a death claim with First Bank & Trust (South Dakota):
Filing a claim
What happens to each kind of account1
- Credit card
On a First Bank & Trust Visa card, the cardholder's death puts the account in default, and the bank may demand the whole balance at once without notice. The agreement binds the cardholder's heirs and legal representatives.1
On a business Visa account, the death of the cardholder or of a co-obligor is a default that lets the bank demand the entire amount owed without notice.2
Accounts handled elsewhere1
- First Bank & Trust Wealth Management, Estate Settlement Services
Estates where First Bank & Trust is named executor or personal representative3
Phone: 1-800-843-1552
What First Bank & Trust (South Dakota)'s agreement and guidance say2
Not in First Bank & Trust (South Dakota)'s published guidance9
- A department for deceased-customer accounts
- A claim form
- A list of required documents
- Whether the death certificate must be certified
- An online way to report a death
- Which court appointment document it accepts
- A small-estate procedure
- How long a claim takes
- Deposit account agreement, for deposit accounts
Sources3
First Bank & Trust (South Dakota)'s Customer Service can be reached by phone at 1-800-843-1552 for questions throughout the claims process.
Sources
(4)·
Data sourced from First Bank & Trust (South Dakota) primary sources (33 pages reviewed). How we research.
First Bank & Trust (South Dakota) death claims support
Customer Service
Phone
Hours
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Website
Estate planning articles
Learn how to protect your First Bank & Trust (South Dakota) accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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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
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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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