Sentinel Group
Subsidiary of Sentinel Group (brand name for Sentinel Benefits Group, LLC and affiliates)
sentinelgroup.comWhat to do when a Sentinel Group account holder dies
Report the death to Sentinel Group at 1-888-762-6088
After an account holder at Sentinel Group 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 Sentinel Group with the proper legal authority documents.
To start, call Sentinel Group. Have the account holder's full name, account numbers, and the death certificate ready before you call.
Death claim process
Here is the step-by-step death claim process at Sentinel Group:
Filing a claim
Claims Contact
Website: Online portal →
What happens to each kind of account1
Not in Sentinel Group's published guidance5
- A procedure for reporting a death
- A claim form
- A list of required documents
- Whether the death certificate must be certified
- A mailing address for claim documents
Sources
Data sourced from Sentinel Group primary sources (16 pages reviewed). How we research.
Sentinel Group death claims support
Service Center
Phone
Toll-free
Main Telephone
Company General Fax
Sales
FSA Claim Submission Fax
Fax
Hours
Mailing address
Website
Death notifications go through general customer service.
Estate planning articles
Learn how to protect your Sentinel Group accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
Forms for Settling an Estate
Free forms for settling an estate: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
Affidavit of Heirship
Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.
Small Estate Affidavit
Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.
Tools for Settling an Estate
Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.
How Many Death Certificates Do I Need?
Calculate how many certified death certificates you need and see ordering info for your state.
Do I Need Probate?
Find out if an estate needs probate or qualifies for simplified procedures.
Do I Have to File Tax Returns for Someone Who Died?
Find out which tax returns need to be filed after someone dies and whether tax clearance is required.
How Do I Settle an Estate?
Personalized plan for settling an estate after someone passes away.
What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax, and inheritance tax for an estate.
