Estate planning and settlement at Oppenheimer
Report a death at 1-800-221-5588
Oppenheimer has 15 investment accounts, each with different rules for what happens when the account holder dies. Of those, 3 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary management at Oppenheimer is handled through direct contact. Oppenheimer Trust Company of Delaware coordinates these changes.
Oppenheimer has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 15 account types at Oppenheimer.
Preparing your estate →Death claim process
Report the death to Oppenheimer at 1-800-221-5588. The page lists the steps and the documents to send.
When someone dies →Reach Oppenheimer Trust Company of Delaware at 1-302-529-2201 for help with any of these procedures.
Sources
- oppenheimer.com
- invesco.com
- adviserinfo.sec.gov
- brokercheck.finra.org
- files.brokercheck.finra.org
- irs.gov
Data sourced from Oppenheimer primary sources (16 pages reviewed). How we research.
Oppenheimer customer support
Oppenheimer Helpdesk (general inquiries)
Phone
Toll-free
Headquarters
Oppenheimer Trust Company of Delaware
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Oppenheimer accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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