How To Withdraw Money From Bank After Death In Us

Losing someone can be stressful

Navigating their financial affairs doesn't have to be

It can be difficult to know where to begin when you're handling someone else's fiscal affairs, but residue assured we're here to help. To get started, we recommend yous schedule an date to talk over your situation with an associate past telephone or in 1 of our financial centers. We also recommend you lot contact your legal advisor for assistance as needed.

Next steps

While each situation is unique, hither are the general steps you tin can take to make changes on an account of someone who has passed abroad.

Notify Bank of America of the death. A case number and a specialist will be assigned to you lot. (One time you lot notify us of the death, any government benefits for the deceased, such as Social Security, will terminate and/or be returned.)
Provide us with a copy of the death document plus any additional documents as required by state law.
Your specialist reviews the provided documentation and may require additional documents (for example, nosotros may inquire yous to complete a change of address or other internal depository financial institution form).
Upon approving of all documentation, account(south) may exist opened and funds may be transferred to your existing account(s) or disbursed per your instructions. If you need to open an estate account, an acquaintance will be happy to help you understand your options during your financial heart appointment.

You may also contact Estate Servicing at 888-689-4466 (Mon-Fri 9 a.thousand.-8 p.m. ET).

Have you already notified Bank of America and received a case number?

Please log into online banking and visit your Message Heart for a link directly into your case. Here you can review example status, upload documents, and exchange messages with your case manager.

If you lot have additional documents you need to send the states, e-mail them to estateservicing@bofa.comestateservicing@bofa.comestateservicing@bofa.com

Delight include your name, example number, and course number in the subject line of your email.

Scan your documents, salvage them in PDF format, and attach them to your email.

Delight retrieve: Don't include account numbers or Social Security numbers for security reasons.Neither Bank of America Corporation nor any of its affiliates will ever inquire yous for your Social Security number, account information, passwords or PINs.

In improver to PDF files, we also accept documents in BMP, DOC, DOCX, JPEG, JPG, PNG and TIFF formats (please note that we do not accept GIF or HEIF files).

You may likewise mail your documents to:

Bank of America
Manor Servicing Operations
PO Box 31655
Tampa, FL 33631-1655

If you lot need to speak with an associate y'all can schedule an appointment nowschedule an appointment nowschedule an appointment at present. If you demand to open up an manor account, an associate volition be happy to aid you understand your options during your financial centre date.

You may too contact Estate Servicing at 888-689-4466 (Monday-Fri ix a.m.-eight p.1000. ET).

If you lot need to alert us about a Depository financial institution of America customer who has died, y'all may browse a copy of the death document, salve it to PDF format and email it to estateservicing@bofa.comestateservicing@bofa.comestateservicing@bofa.com along with a contact number where y'all can be called and the best time of twenty-four hour period to attain you. Ane of our Estate Servicing representatives will exist in bear on with you. (Nosotros also accept documents in the post-obit formats: BMP, DOC, DOCX, JPEG, JPG, PNG and TIFF; please note that we do non accept GIF or HEIF files.)

Please include decedent's name in the subject line of your email and attach whatsoever related documents (Death Document, Court Documents, etc.)

Delight remember: Don't include account numbers or Social Security numbers for security reasons. Neither Banking company of America Corporation nor any of its affiliates will ever inquire you for your Social Security number, account information, passwords or PINs.

You may also contact Estate Servicing at 888-689-4466 (Monday-Fri 9 a.one thousand.-8 p.m. ET).

Yous can schedule an appointment to discuss your situation with an acquaintance in i of our financial centers. Please make sure you bring:

The decedent'due south death certificate
Your valid regime-issued photo ID
Any additional documents yous may have relevant to the account(s) such as a will, trust, nativity or marriage certificate.

During your appointment, you'll be assigned a case number. Your case specialist will guide y'all through the process of any account updates you lot demand to make and any additional documents you may need to provide. If you need to open an estate account, an associate will be happy to help yous understand your options during your financial eye appointment.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Source: https://www.bankofamerica.com/signature-services/estate-services/

Posted by: fordscance.blogspot.com