What to do when a Trustmark account holder dies

Expected timelines at Trustmark: 5-10 business days after all documentation is received. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.

Trustmark requires several documents to process a claim, including Certified copy of the death certificate, Valid government-issued ID for the claimant (beneficiary, executor, or successor trustee), and Account information for the deceased (account number, full name), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Trustmark's Death Claims can be reached by phone at 1-800-243-2524 and email at askus@trustmark.com for questions throughout the claims process.

If the deceased held multiple Trustmark accounts, each may require a separate claim or have different documentation requirements. The Death Claims can confirm which accounts require individual attention and which can be processed together.