Estate planning at UWM
How to protect 5 UWM accounts — fund a trust by mail, and file claims through UWM's UWM Research Department (deceased customer / successor in interest)
UWM Research Department (deceased customer / successor in interest)
UWM Research Department, PO Box 612488, Dallas, TX 75261
UWM services loans, which means at death the focus is settling what is owed. The estate notifies UWM, provides documentation of authority, and works through payoff or the loan-specific options available to survivors.
UWM has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to fund a trust by mail, and review 5 account types at UWM.
View details →When someone dies
Death claim process
Contact UWM's UWM Research Department (deceased customer / successor in interest) to file a claim. 6-step process, 6 required documents, and contact information for survivors.
View details →UWM's UWM Research Department (deceased customer / successor in interest) can answer questions about beneficiaries, trusts, or death claims at 1-888-464-2432. Email inquiries can be sent to Research.Incoming@myuwmloan.com.
Sources
Data sourced from UWM primary sources (14 pages reviewed). How we research.
UWM Research Department (deceased customer / successor in interest)
UWM Research Department, PO Box 612488, Dallas, TX 75261
Estate planning articles
Learn how to protect your UWM accounts and other assets with trusts, beneficiary designations, and estate planning documents.
