What to do when a First Tech account holder dies

Expected timelines at First Tech: POD accounts: typically processed within days of document verification. Trust accounts: processed upon successor trustee verification. Estate/probate accounts: varies based on state probate timeline, often several weeks to months. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.

First Tech requires several documents to process a claim, including Certified death certificate (obtained from funeral home or office of vital records), Government-issued photo ID for claimant (beneficiary, trustee, or executor), and Letters Testamentary or Letters of Administration (if probate is required), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

First Tech's Regulatory Deposit Services and Reporting (Estate / Deceased Member) can be reached by phone at 1-855-855-8805 and fax at 1-503-350-4643 for questions throughout the claims process.

If the deceased held multiple First Tech accounts, each may require a separate claim or have different documentation requirements. The Addison Avenue Investment Services can confirm which accounts require individual attention and which can be processed together.