Settling an Estate at Banks, Brokerages, and Insurers
Each institution's own death claim page: the documents it asks for, the steps it follows, where to send them, and how an estate account or an executor reaches the account.
710 institutions
Allstate
Death claim: 10 steps, 13 required documents and Protective Life Policy Service (Life and Health Insurance Administration)
Allstate
Ally Invest
Death claim: 4 steps, 9 required documents and Ally Invest Securities
Ally Invest
Ally Bank
Death claim: 8 steps, 14 required documents and Trust Support (call 1-877-247-2559, press 5, then 4 for Trust)
Ally Bank
Alto IRA
Death claim: 7 steps, 8 required documents and Alto Trust Co. (IRA custodian of record)
Alto IRA
Amerant
Death claim: 5 steps, 7 required documents and Wealth Management - Trust Services
Amerant
America First
Death claim: 3 steps, 8 required documents and America First Trust Advisors (trust services provided with Members Trust Company)
America First
American Century
Death claim: 6 steps, 14 required documents and Estate Transfer Team / Legacy Planning
American Century
American Credit Acceptance
Death claim: 8 steps and 5 required documents
American Credit Acceptance
American Eagle FCU
Death claim: 6 steps and 5 required documents
American Eagle FCU
American Equity
Death claim: 7 steps and 12 required documents
American Equity
American Express
Death claim: 4 steps, 7 required documents and Deceased Cardmember Services (Credit & Charge Cards)
American Express
American Family
Death claim: 5 steps, 7 required documents and Life Inforce Services (policy ownership changes, surrenders, policy copies)
American Family
American Fidelity
Death claim: 6 steps and 14 required documents
American Fidelity
American General
Death claim: 7 steps and 14 required documents
American General
American Heritage
Death claim: 4 steps, 11 required documents and Account Services Department
American Heritage
American National
Death claim: 8 steps and 13 required documents
American National
American Savings Bank
Death claim: 6 steps, 11 required documents and Successor Relations - CRS Department
American Savings Bank
America's CU
Death claim: 4 steps, 8 required documents and Member Services
America's CU
Americo
Death claim: 7 steps and 14 required documents
Americo
AmeriCU
Death claim: 5 steps and 9 required documents