What to do when an Oppenheimer account holder dies
Report the death to Oppenheimer at 1-800-221-5588
After an account holder at Oppenheimer dies, accounts with beneficiary designations or trust ownership transfer to the designated recipients without probate. Solely-owned accounts require the estate's representative to contact Oppenheimer Trust Company of Delaware at 1-302-529-2201 with the proper legal authority documents.
The claim process begins with a phone call to 1-302-529-2201. Have the account holder's full name, account numbers, and the death certificate available when making initial contact.
Death claim process
To file a claim after an account holder's death, here is what Oppenheimer requires:
Filing a claim
What happens to each kind of account1
- IRA
The IRA custodian uses the beneficiary designation on file to decide who receives the IRA.1
Accounts handled elsewhere1
- Oppenheimer Trust Company of Delaware
Fiduciary services such as trust and estate administration2
Phone: 1-302-529-2201
What Oppenheimer's agreement and guidance say1
Not in Oppenheimer's published guidance3
- A procedure for reporting a death
- A claim form
- A list of required documents
Oppenheimer Trust Company of Delaware can be reached by phone at 1-302-529-2201 for questions throughout the claims process.
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 death claims support
Oppenheimer Helpdesk (general inquiries)
Phone
Toll-free
Headquarters
Oppenheimer Trust Company of Delaware
Hours
Mailing address
Website
Death notifications go through general customer service.
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