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Prepare the letter of instruction PNC Bank 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 PNC Bank's estate/claims department: PNC Bank, 6750 Miller Road, Mailstop: BR-YB58-0E-1NOD, Brecksville, OH 44141. You can reach the department at 1-844-554-9254.
PNC Bank lists these among its required documents: Certified copy of death certificate; Government-issued photo ID for claimant; Completed claim form (for POD/TOD beneficiaries); Letters Testamentary or Letters of Administration (if probate required). The prepared letter includes an enclosure checklist drawn from PNC Bank's recorded requirements.
Written determination within 30 days of receiving complete application
PNC Bank accepts a letter you write. We draft it for you, addressed to PNC Bank'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.
