What to do when a ShareBuilder 401k account holder dies

How long the process takes at ShareBuilder 401k: Typically 2-6 weeks after all required documentation is received and verified. The most common reason for delays is missing or incomplete documentation, so submitting everything upfront is the best way to keep things moving.

ShareBuilder 401k requires several documents to process a claim, including Certified copy of the death certificate, Government-issued photo ID for the beneficiary or authorized representative, and Completed distribution request form (provided by ShareBuilder 401k), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

ShareBuilder 401k's Plan Sponsor Support / Participant Services can be reached by phone at (800) 431-7934 x3 for questions throughout the claims process.

Multiple ShareBuilder 401k retirement accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Plan Sponsor Support / Participant Services to confirm what applies.