What to do when an Osaic account holder dies
Report the death to Osaic at 1-877-310-4977
After an account holder at Osaic 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 Osaic's Premier Trust at 1-702-507-0750 ext. 900 with the proper legal authority documents.
Begin by calling Osaic at 1-702-507-0750 ext. 900. You will need the deceased's full name, account numbers, and the death certificate to get the process started.
Death claim process
Here is the step-by-step death claim process at Osaic:
Filing a claim
- Osaic: "If you are a client of a financial professional affiliated with Osaic, please contact your financial professional directly."
- Clients and investors can also call Osaic Client Services at 877-310-4977 (Osaic Institutions: 800-987-9299). Osaic states it cannot respond to client inquiries through email.
What happens to each kind of account1
- Trust account
If Premier Trust is trustee, Premier Trust settles the trust: "This includes coordinating final tax documents, uncovering and liquidating assets, and making distributions."1
Accounts handled elsewhere5
- Pershing
Custody of Osaic Wealth brokerage accounts (Pershing or NFS)2
- NFS
Custody of Osaic Wealth brokerage accounts (Pershing or NFS)2
- Fidelity
Custody of Osaic advisory accounts (Fidelity or Schwab)3
- Schwab
Custody of Osaic advisory accounts (Fidelity or Schwab)3
- Premier Trust
Settling trusts for which Premier Trust is trustee1, 4
Phone: 1-702-507-0750 ext. 900
Mailing address: 2270 Corporate Circle, Suite 200, Henderson, NV 89074
Not in Osaic's published guidance4
- A claim form
- A list of required documents
- How long a claim takes
- Whether the death certificate must be certified
Osaic's Premier Trust can be reached by phone at 1-702-507-0750 ext. 900 and email at info@premiertrust.com for questions throughout the claims process.
Sources
Data sourced from Osaic primary sources (32 pages reviewed). How we research.
Osaic death claims support
Client Services
Phone
Osaic Institutions
Osaic FA / Osaic FS (formerly Lincoln) trade instructions
Mailing address
Website
Death notifications go through general customer service.
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