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Contact Great Southern Bank's Branch Banking — 7-step process, 8 required documents, and pod and joint accounts typically processed within a few business days of receiving all required documents; probate estates may take longer
Customer Service
218 S. Glenstone, Springfield, MO 65802
Branch Banking / Customer Service
218 S. Glenstone, Springfield, MO 65802
When a Great Southern Bank account holder 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 Great Southern Bank's Branch Banking (800-749-7113) to access and distribute the funds.
Great Southern Bank provides an online portal for initiating death claims, which can simplify the initial notification and document submission process. Claims can also be started by phone or by mailing the required documents.
Here is the step-by-step death claim process at Great Southern Bank:
Branch visit is generally required to complete estate settlement proceedings. Contact 800-749-7113 for specific documentation requirements based on account type and state of residence.
Processing timelines at Great Southern Bank: POD and joint accounts typically processed within a few business days of receiving all required documents; probate estates may take longer. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Great Southern Bank requires several documents to process a claim, including Certified copy of the death certificate, Valid government-issued photo ID for the beneficiary, executor, or successor trustee, and Account information for the deceased, and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.
Contact Great Southern Bank at 800-749-7113 or visit any branch. Bring government-issued photo ID and provide your beneficiary's full name, date of birth, Social Security Number, relationship, and mailing address. For IRA accounts, you will complete an IRA Beneficiary Designation form. For deposit accounts, you can add a Payable on Death (POD) beneficiary.
Call Great Southern Bank at 800-749-7113 and then visit a branch with a certified copy of the death certificate. The documentation required depends on the account type: POD beneficiaries need their own ID and the death certificate; estate administrators need court-issued Letters Testamentary or Letters of Administration; IRA beneficiaries need to complete IRA claim forms. Customer service is available Monday through Friday 8:00 a.m. to 7:00 p.m. CT, Saturday 8:00 a.m. to 6:00 p.m. CT, and Sunday 9:00 a.m. to 4:00 p.m. CT.
Great Southern Bank's Branch Banking / Customer Service can be reached by phone at 800-749-7113 for questions throughout the claims process.
If the deceased held multiple Great Southern Bank accounts, each may require a separate claim or have different documentation requirements. The Branch Banking can confirm which accounts require individual attention and which can be processed together.
Customer Service
218 S. Glenstone, Springfield, MO 65802
Branch Banking / Customer Service
218 S. Glenstone, Springfield, MO 65802
Calculators and checklists to help navigate estate settlement after a Great Southern Bank account holder passes away.
Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.