Estate planning at Regional Finance
How to protect 3 Regional Finance accounts — file death claims
Regional Finance Customer Support
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Regional Finance Customer Support
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Regional Finance Customer Support (Deceased Customer / Insurance Claims)
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Regional Finance has 3 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Regional Finance provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 3 account types at Regional Finance.
View details →When someone dies
Death claim process
6-step process, 4 required documents, and contact information for survivors.
View details →Because Regional Finance serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Regional Finance states that payoffs can only be obtained and made through the local branch. Call the borrower's local branch to request the exact payoff amount, then pay it from estate funds, insurance proceeds, or sale proceeds. Include the loan account number so the payment is applied correctly. On an auto-secured loan, Regional releases its lien once the payoff is satisfied so the vehicle can be retitled through the estate or sold.
Sources
Data sourced from Regional Finance primary sources (5 pages reviewed). How we research.
Regional Finance Customer Support
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Regional Finance Customer Support
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Regional Finance Customer Support (Deceased Customer / Insurance Claims)
Regional Management Corp., 979 Batesville Road, Suite B, Greer, SC 29651
Estate planning articles
Learn how to protect your Regional Finance accounts and other assets with trusts, beneficiary designations, and estate planning documents.
