What to do when a Logix account holder dies

Processing timelines at Logix: POD and joint accounts processed upon verification of documentation; estate accounts requiring probate vary by state and court timelines. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.

Logix requires several documents to process a claim, including Certified death certificate (10-12 copies recommended for working with multiple institutions), Government-issued photo ID for beneficiary, executor, or successor trustee, and Letters Testamentary or Letters of Administration (if no POD and not a joint or trust account), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Logix's Member Service Center (Death Claims) can be reached by phone at 1-800-328-5328 and fax at 1-800-713-0258 for questions throughout the claims process.

If the deceased held multiple Logix accounts, each may require a separate claim or have different documentation requirements. The Logix Financial Services (Estate Planning & Trust Services) can confirm which accounts require individual attention and which can be processed together.