Estate planning at FirstBank
How to protect 4 FirstBank accounts — file death claims
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
How your FirstBank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
FirstBank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 4 account types at FirstBank.
View details →When someone dies
Death claim process
6-step process, 4 required documents, and contact information for survivors.
View details →Because FirstBank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. FirstBank is headquartered in Puerto Rico and also operates branches in Florida and the U.S. and British Virgin Islands. The Declaration of Heirs process described here applies to Puerto Rico accounts; accounts opened in Florida follow that state's probate rules.
Sources
Data sourced from FirstBank primary sources (8 pages reviewed). How we research.
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
FirstLine Solutions Center
FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146
Estate planning articles
Learn how to protect your FirstBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
