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
Central Bank
Death claim: 6 steps, 7 required documents and Central Trust Company (trust administration, corporate trustee, estate settlement)
Central Bank
Cerity Partners
Death claim: 5 steps, 8 required documents and Estate & Gift Planning (and Beneficiary Financial Counseling for employer-sponsored cases)
Cerity Partners
Cetera
Death claim: 6 steps, 10 required documents and Cetera Trust Company, N.A.
Cetera
Charter Oak FCU
Death claim: 4 steps
Charter Oak FCU
Chase
Death claim: 7 steps, 14 required documents and Chase Estate Services
Chase
Chevy Chase Trust
Death claim: 4 steps, 7 required documents and Planning & Fiduciary Services (Chief Fiduciary Officer: Jeannette Owen Roegge)
Chevy Chase Trust
Chime
Death claim: 5 steps, 4 required documents and Member Services
Chime
Chrysler Capital
Death claim: 6 steps, 4 required documents and Chrysler Capital Title Department
Chrysler Capital
CIBC US
Death claim: 7 steps, 5 required documents and POD Account Processing
CIBC US
Cigna
Death claim: 6 steps and 13 required documents
Cigna
Cincinnati Life
Death claim: 7 steps and 14 required documents
Cincinnati Life
Citadel
Death claim: 6 steps, 8 required documents and Citadel Wealth Management (Cetera Investment Services)
Citadel
Citi Wealth
Death claim: 5 steps, 7 required documents and Citi Retirement Plan Services (Citibank, N.A. bank IRA claims)
Citi Wealth
Citibank
Death claim: 10 steps, 9 required documents and Estate Servicing Unit (Citi® Estate Services)
Citibank
Citizens Bank
Death claim: 5 steps, 12 required documents and Citizens Estate Services
Citizens Bank
Citizens Business Bank
Death claim: 3 steps and CitizensTrust Wealth Management
Citizens Business Bank
City National WV
Death claim: 4 steps, 7 required documents and City Wealth Management
City National WV
City National
Death claim: 4 steps, 7 required documents and Investments & Trust Services
City National
Clearview FCU
Death claim: 5 steps and 8 required documents
Clearview FCU
CNO Financial
Death claim: 10 steps and 14 required documents