How Do I Write a Letter of Instruction to Dimensional?
Prepare the letter of instruction Dimensional requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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Institution & Your Role
Which institution holds the account, and the capacity you are writing in.
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Frequently Asked Questions
Send it to Dimensional's estate/claims department: SS&C GIDS, Inc., 1055 Broadway Boulevard, Kansas City, MO 64105. You can reach the department at 1-888-576-1167.
Dimensional lists these among its required documents: Letter of instruction signed by all registered owners or their representatives, in good order (the instrument the funds' registration statement requires for any redemption or re-registration); Certified death certificate (send copies; multiple certified copies recommended); Government-issued ID for claimant, executor, or trustee; Proof of authority: Letters Testamentary or Letters of Administration (estate), or Certificate of Trust / trust agreement (successor trustee), where the transfer agent has no authorized signature on file. The prepared letter includes an enclosure checklist drawn from Dimensional's recorded requirements.
TOD and surviving-joint-owner re-registrations typically process within 1-3 weeks after the transfer agent has the instruction in good order. Estates and trusts take longer, since the letter of instruction cannot be acted on until Letters or a Certificate of Trust are in hand and any Medallion Signature Guarantee is obtained. Redemptions price at the NAV next determined after the transfer agent receives the instruction in good order, not at the date of death.
Dimensional accepts a letter you write. We draft it for you, addressed to Dimensional's verified claims department with the required enclosures.
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.
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