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Prepare the letter of instruction Greenlight requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 5
Which institution holds the account, and the capacity you are writing in.
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Send it to Greenlight's estate/claims department: Greenlight Financial Technology, Inc., 303 Peachtree Street NE, Suite 4300, Atlanta, GA 30308. You can reach the department at 1-888-483-2645.
Greenlight lists these among its required documents: Certified death certificate; Government-issued ID for executor or authorized representative; Letters Testamentary or Letters of Administration; Proper legal documentation if funds are to be sent to a law office. The prepared letter includes an enclosure checklist drawn from Greenlight's recorded requirements.
Contact support for timeline; investment liquidation and distribution timing varies
Greenlight accepts a letter you write. We draft it for you, addressed to Greenlight'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.
