How Do I Write a Letter of Instruction to Numerica?

Send it to Numerica's estate/claims department: Numerica Credit Union, PO Box 4000, Spokane Valley, WA 99037. You can reach the department at 800-433-1837.

Numerica's recorded process does not require the letter itself to be notarized. Some enclosed documents (such as a small estate affidavit) may still need notarization.

Numerica lists these among its required documents: Certified copy of the death certificate; Government-issued photo ID for the claimant; The deceased member's account or member number, where known; Estate account: a CERTIFIED copy of the Letters of Administration or Letters Testamentary AND an EIN for the estate (Numerica requires both). The prepared letter includes an enclosure checklist drawn from Numerica's recorded requirements.

Numerica does not publish a claim-processing timeline. In practice the gating item is the Washington paperwork, not Numerica: the small estate affidavit under RCW 11.62.010 cannot be presented until 40 days after death, and Letters from the superior court take as long as the probate takes.

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