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Prepare the letter of instruction J.P. Morgan 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 J.P. Morgan's estate/claims department: J.P. Morgan Securities LLC, Attention: Account Processing, Mail Code: IL1-0291, 10 South Dearborn St., Chicago, IL 60603-5506. You can reach the department at 1-800-648-4782.
J.P. Morgan lists these among its required documents: Certified death certificate; Government-issued ID for claimant; Letters Testamentary or Administration (dated within 12 months, visible court seal); Affidavit of Domicile and Debts (if applicable by state). The prepared letter includes an enclosure checklist drawn from J.P. Morgan's recorded requirements.
Most transfers complete within several weeks, contingent on account type and documentation completeness
J.P. Morgan provides its own letter-of-instruction/claim form. We prepare a transmittal cover letter and an enclosure checklist to accompany that form.
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.
