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Prepare the letter of instruction Georgia's Own 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 Georgia's Own's estate/claims department: Georgia's Own Credit Union, 100 Peachtree Street NW, Suite 2800, Atlanta, GA 30303, Attn: Deceased Accounts. You can reach the department at 1-800-533-2062.
Georgia's Own lists these among its required documents: Certified copy of the death certificate; Government-issued photo ID for each beneficiary or claimant; Letters Testamentary or Letters of Administration (when account has no POD or beneficiary designation and no joint owner); IRS letter with EIN number issued for the estate (for opening an estate account). The prepared letter includes an enclosure checklist drawn from Georgia's Own's recorded requirements.
Joint accounts transfer immediately. POD accounts are typically processed within 2-4 weeks. Estate accounts requiring probate documentation may take 30-90 days.
Georgia's Own accepts a letter you write. We draft it for you, addressed to Georgia's Own'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.
