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Prepare the letter of instruction Chase requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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You are the person submitting this cover sheet. Chase uses it to remove the deceased customer’s name from communications related to the mortgage loan.
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Send it to Chase's estate/claims department: Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203. You can reach the department at 1-866-926-6909.
Chase lists these among its required documents: Death certificate (legible photocopy accepted; certified copy with visible seal may be required for investment accounts); Government-issued photo ID (passport, driver's license, or state-issued ID); Letters Testamentary or Letters of Administration (if probate required; must be dated within 12 months for investment accounts); Small Estate Affidavit (if estate qualifies under state law). The prepared letter includes an enclosure checklist drawn from Chase's recorded requirements.
Most transfers complete within several weeks, depending on account type and documentation. Probated estates depend on court timelines. For transfer-on-death (TOD) investment accounts, beneficiaries must make a claim within 6 months of the account holder's death.
Chase 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.
