What to do when a UBS account holder dies
Contact UBS — 4-step process, 8 required documents, and varies by account type and documentation; typically 3-6 weeks after all documents received
Phone1-888-279-3343
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
WebsiteLearn more→
Phone1-888-279-3343
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
WebsiteLearn more→
Client Relations (Death Claims)
Phone1-800-354-9103
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
Verified Apr 2026
After a UBS account holder 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 UBS's Client Relations (Death Claims) at 1-800-354-9103 with the proper legal authority documents.
The claim process can be initiated by phone at 1-800-354-9103 or by sending documentation to comments@ubs.com. Have the account holder's full name, account numbers, and a certified death certificate available when making initial contact.
Death claim process
Follow these steps to file a death claim with UBS:
Filing a claim
1
Report the death to UBS
- Contact the deceased's UBS Financial Advisor or local branch office to report the death
- Or call UBS Client Relations at 800-354-9103
- Provide the deceased's full name and account information
2
Submit required documentation
- Submit a certified death certificate
- Submit additional identity verification documents for all claimants
3
Provide role-specific documentation
- For executors/administrators: provide Letters Testamentary or Letters of Administration
- For TOD beneficiaries: provide government-issued ID and SSN
- For trust beneficiaries: provide Trustee Certification and trust documentation
- For surviving spouse: provide marriage certificate
4
Complete the claim and receive assets
- Complete required distribution or transfer authorization forms
- UBS processes the claim and transfers assets after all documentation is verified
Required Documents
- Certified death certificate
- Government-issued ID for all claimants (passport or ID card)
- Letters Testamentary or Letters of Administration (for estate representatives)
- Certificate of Inheritance (if applicable under state law)
- Trust Certification (if trust is beneficiary)
- Marriage certificate (if surviving spouse)
- Affidavit of Domicile
- Tax waiver (if required by state)
Your UBS Financial Advisor is the primary point of contact for death claims. UBS provides a "Life After Loss" guide and checklist to help families navigate the process. Gather the death certificate and claim forms as soon as possible. For concerns not addressed by your advisor, contact Client Relations at 800-354-9103.
Processing timelines at UBS: Varies by account type and documentation; typically 3-6 weeks after all documents received. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Documentation required by UBS includes Certified death certificate, Government-issued ID for all claimants (passport or ID card), and Letters Testamentary or Letters of Administration (for estate representatives), along with additional paperwork that varies by account type. All death certificates and court documents must be certified copies.
UBS's Client Relations (Death Claims) can be reached by phone at 1-800-354-9103 and email at comments@ubs.com for questions throughout the claims process.
Multiple UBS investment accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Client Relations (Death Claims) to confirm what applies.
Phone1-888-279-3343
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
WebsiteLearn more→
Phone1-888-279-3343
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
WebsiteLearn more→
Client Relations (Death Claims)
Phone1-800-354-9103
Toll-Free1-800-354-9103
Emailcomments@ubs.com
Mailing Address
UBS Financial Services Inc., Client Relations, PO Box 766, Union City, NJ 07087
Verified Apr 2026
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