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Prepare the letter of instruction Ent CU requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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Which institution holds the account, and the capacity you are writing in.
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Send it to Ent CU's estate/claims department: Ent Credit Union, P.O. Box 15819, Colorado Springs, CO 80935-5819. You can reach the department at 1-719-574-1100.
Yes — Ent CU requires the mailed letter of instruction to be notarized. The prepared letter includes a signature block; have it notarized before sending.
Ent CU lists these among its required documents: Certified copy of the death certificate; Government-issued photo ID for each beneficiary or claimant; All affected account numbers; Signed, notarized letter from the beneficiary requesting their share of the payout (if beneficiary cannot visit a service center in person). The prepared letter includes an enclosure checklist drawn from Ent CU's recorded requirements.
Joint accounts transfer immediately through right of survivorship. POD accounts are typically processed within 2-4 weeks after receipt of required documentation. Estate accounts requiring probate documentation may take 30-90 days.
Ent CU accepts a letter you write. We draft it for you, addressed to Ent CU'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.
