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Prepare the letter of instruction American Century requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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The deceased American Century shareholder whose account(s) you are reregistering or transferring, and the registration type of that account.
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Send it to American Century's estate/claims department: American Century Investments, PO Box 419200, Kansas City, MO 64141. You can reach the department at 1-800-422-3301.
American Century lists these among its required documents: Certified copy of the death certificate; Valid government-issued ID for beneficiaries, successor trustees, or estate representatives; For TOD accounts: full name, address, and Taxpayer Identification number for each beneficiary; statement of no known disputes; inheritance tax waiver if required by decedent's state; For inherited IRA accounts: Beneficiary Instruction Form; Inherited IRA application. The prepared letter includes an enclosure checklist drawn from American Century's recorded requirements.
Timelines vary by account type and documentation completeness; a dedicated Estate Transfer Specialist monitors the transfer and confirms when assets are received
American Century provides its own letter-of-instruction form. We complete that official form with your information; you print, sign, and send it.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
