If a family member, Power of Attorney, or legal representative calls to report the owner is deceased, please first express empathy and apologize for their loss. We will need to request the following documentation for our records:
- We must have a copy of the death certificate to remove the deceased owner from the account
- If a family member or other party has been assigned as the legal or designated representative of the estate, or Power of Attorney, we will also need this documentation.
- A written request if any contact information or the mailing address needs to be changed.
- We are unable to change ownership of the account until a new deed is provided. Until this happens, the account will remain in the name of the deceased, and the POA or Designated Legal Representative will be responsible for the account, but it will not yet be in their name as the Owner.