Deceased Customers
How to transfer assets for customers who have passed away
Transfers
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We explain the process for claiming ownership of an account after the owner has passed away. TABLE OF CONTENTS Who is the named beneficiary on my relative’s, friend’s, or spouse’s account? I am the named beneficiary—how do I move forward? Are there no named beneficiaries on your spouse’s IRA? Are there no named beneficiaries on your friend’s, spouse’s, or relative’s taxable account? What documents will I need? Why do I need an EIN? Why do you need the SSN and driver’s license of the executor? ...
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