© 2026 SimplyTrust Software Inc.
Prepare the letter of instruction U.S. Bancorp Investments 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.
FREE & PRIVATE: This form is free—no account or credit card required. Your document contents and generated PDF never leave your browser—SimplyTrust does not transmit or store them. Contact details you provide (name, email, phone, state) are transmitted only to send the updates you agree to receive at download. You are responsible for saving your completed document.
SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.
NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
U.S. Bancorp Investments'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.
U.S. Bancorp Investments lists these among its required documents: Certified copy of the death certificate; Letters Testamentary or Letters of Administration (for non-TOD accounts requiring probate); Letter of Authorization to Transfer Funds or Securities (or letter of instruction). The prepared letter includes an enclosure checklist drawn from U.S. Bancorp Investments's recorded requirements.
Varies by account type, whether a TOD designation is in place, estate complexity, and applicable state law.
U.S. Bancorp Investments accepts a letter you write. We draft it for you, addressed to U.S. Bancorp Investments'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.
