What to do when a First Business Bank account holder dies
Report the death to First Business Bank at 1-608-238-8008
When an account holder at First Business Bank passes away, the next step depends on how the accounts were set up. Accounts with beneficiary designations or trust ownership transfer outside of probate. Accounts titled solely in the deceased's name require the estate's legal representative to work with First Business Bank's Trust & Estate Administration to access and distribute the funds.
Gather the account holder's full name, date of birth, and any known account or policy numbers before contacting First Business Bank.
Death claim process
Follow these steps to file a death claim with First Business Bank:
Filing a claim
Accounts handled elsewhere1
- First Business Bank Trust & Estate Administration
Settling estates where the bank is named personal representative, and trusts it serves as trustee1
Not in First Business Bank's published guidance15
- A procedure for reporting a death
- 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
- A mailing address for claim documents
- An email address for claim documents
- A fax number for claim documents
- 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
- Payments after the death
- Debts owed to the institution
Sources1
Sources
(3)·
Data sourced from First Business Bank primary sources (27 pages reviewed). How we research.
First Business Bank death claims support
Headquarters
Phone
Southeast Wisconsin (Brookfield)
Northeast Wisconsin (Appleton)
Kansas City (Leawood)
Lost or stolen debit card, after business hours
Equipment Finance clients
Retirement Service Center
Hours
Office
Website
Death notifications go through general customer service.
Estate planning articles
Learn how to protect your First Business Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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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.
Tools for Settling an Estate
Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for your state.
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Calculate how many certified death certificates you need and see ordering info for your state.
Do I Need Probate?
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What Happens to Jointly Owned Property When an Owner Dies?
See what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.
Do I Have to File Tax Returns for Someone Who Died?
Find out which tax returns need to be filed after someone dies and whether tax clearance is required.
How Do I Settle an Estate?
Personalized plan for settling an estate after someone passes away.
What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
