© 2026 SimplyTrust Software Inc.
Prepare the letter of instruction FourLeaf FCU requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 3
The credit-union member who has passed away, and the account this affidavit is filed to collect.
The balance the deceased owned in this account, as shown by the credit union.
FREE & PRIVATE: This form is free—no account or credit card required. Your document contents and generated PDF never leave your browser—SimplyTrust does not transmit or store them. Contact details you provide (name, email, phone, state) are transmitted only to send the updates you agree to receive at download. You are responsible for saving your completed document.
SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.
NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
Send it to FourLeaf FCU's estate/claims department: FourLeaf Federal Credit Union, ATTN: Operations - Decedent Claims, PO Box 2069, Glen Burnie, MD 21060. You can reach the department at 1-844-306-0529.
Yes — FourLeaf FCU requires the mailed letter of instruction to be notarized. The prepared letter includes a signature block; have it notarized before sending.
FourLeaf FCU lists these among its required documents: Certified death certificate with raised seal or certified copy (photocopies not accepted); Government-issued photo ID for the claimant; Letters Testamentary or Letters of Administration bearing seal from Surrogate's Court, dated within 6 months (if no POD designation); Deceased Affidavit (for small estate claims; form available at fourleaffcu.com/forms/). The prepared letter includes an enclosure checklist drawn from FourLeaf FCU's recorded requirements.
FourLeaf recommends settling accounts as soon as possible to avoid IRS reporting complications. Processing time depends on account structure and completeness of documentation.
FourLeaf FCU 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.
