How Do I Write a Letter of Instruction to Janney?

Send it to Janney's estate/claims department: Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103. You can reach the department at 1-800-526-6397.

Janney lists these among its required documents: Certified death certificate (multiple copies); Government-issued ID for the executor, trustee, or claimant; Federal, state, or local inheritance or tax waiver where required (a precondition to re-registration under Janney's TOD terms); Letters Testamentary or Letters of Administration (if going through probate). The prepared letter includes an enclosure checklist drawn from Janney's recorded requirements.

Varies by complexity. TOD re-registration can run days to weeks once Janney has the death certificate and any required tax waivers. Probate estates take months. A beneficiary who does not respond within 180 days of Janney's mailed notice loses the share to the estate.

Janney accepts a letter you write. We draft it for you, addressed to Janney'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.