What to do when a UBS account holder dies

Processing timelines at UBS: Varies by account type and documentation; typically 3-6 weeks after all documents received, longer if UBS requires a state tax waiver or a federal transfer certificate before releasing assets. 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 No dedicated death-claims department. Start with the deceased's UBS Financial Advisor; UBS Client Relations is the fallback. UBS publishes no claims email and instructs clients not to send confidential or account information by email. can be reached by phone at 1-800-354-9103 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 No dedicated death-claims department. Start with the deceased's UBS Financial Advisor; UBS Client Relations is the fallback. UBS publishes no claims email and instructs clients not to send confidential or account information by email. to confirm what applies.