What to do when a ShareBuilder 401k account holder dies
Report the death to ShareBuilder 401k at 1-800-431-7934
After an account holder at ShareBuilder 401k 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 ShareBuilder 401k with the proper legal authority documents.
Before contacting ShareBuilder 401k, have the account holder's full name, date of birth, and any available account numbers ready.
Death claim process
Here is the step-by-step death claim process at ShareBuilder 401k:
Filing a claim
- Plan Sponsor Customer Support, for the employer: 1-800-431-7934 x3
- Plan Participant Customer Support: 1-800-431-7934 x4
- Participant Services, as listed on the ShareBuilder 401K participant website: 866-794-2158
Accounts handled elsewhere2
What ShareBuilder 401k's agreement and guidance say1
Not in ShareBuilder 401k's published guidance2
- A list of required documents
- A claim form
Sources3
Sources
- sharebuilder401k.com
- myaccount.ascensus.com
- adviserinfo.sec.gov
- sb401k-public-prod-us-west-2.s3-us-west-2.amazonaws.com
Data sourced from ShareBuilder 401k primary sources (20 pages reviewed). How we research.
ShareBuilder 401k death claims support
ShareBuilder 401k
Phone
Sales Team
Plan Sponsor Customer Support
Plan Participant Customer Support
Participant Services (ShareBuilder 401K participant website)
Hours
Mailing address
Website
Death notifications go through general customer service.
Estate planning articles
Learn how to protect your ShareBuilder 401k accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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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.
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A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
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