Estate Settlement Resources
Financial Institution Guides
When a loved one passes away, you need to notify every financial institution where they held accounts. Find contact information and guides for each institution below.
Banks
Major banks and how to handle accounts after a death — 25 institutions
Ally Bank
BanksBank of America
BanksBMO Harris
BanksCapital One
BanksCharles Schwab Bank
BanksCitibank
BanksCitizens Bank
BanksDiscover Bank
BanksFifth Third Bank
BanksFirst Republic Bank
BanksGoldman Sachs (Marcus)
BanksHSBC Bank USA
BanksHuntington Bank
BanksJPMorgan Chase
BanksKeyBank
BanksM&T Bank
BanksPNC Bank
BanksRegions Bank
BanksSantander Bank
BanksSilicon Valley Bank
BanksSynchrony Bank
BanksTD Bank
BanksTruist
BanksU.S. Bank
BanksWells Fargo
BanksBrokerages & Investment Firms
Investment accounts, stocks, and brokerage holdings — 10 institutions
Charles Schwab
BrokeragesE*TRADE (Morgan Stanley)
BrokeragesEdward Jones
BrokeragesFidelity Investments
BrokeragesInteractive Brokers
BrokeragesMerrill Lynch
BrokeragesRaymond James
BrokeragesRobinhood
BrokeragesTD Ameritrade
BrokeragesVanguard
BrokeragesLife Insurance Companies
Filing life insurance claims and beneficiary payouts — 14 institutions
AIG Life
LifeAllstate
LifeGuardian Life
LifeJohn Hancock
LifeMass Mutual
LifeMetLife
LifeNationwide
LifeNew York Life
LifeNorthwestern Mutual
LifePacific Life
LifePrudential
LifeState Farm
LifeTransamerica
LifeUSAA Life
LifeRetirement Plan Providers
401(k), IRA, and pension plan distributions — 4 institutions
Empower Retirement
RetirementPrincipal Financial
RetirementT. Rowe Price
RetirementTIAA
RetirementCredit Unions
Credit union accounts and membership transfers — 8 institutions
Alliant Credit Union
CreditBECU
CreditBethpage Federal
CreditGolden 1 Credit Union
CreditNavy Federal Credit Union
CreditPenFed Credit Union
CreditSchoolsFirst Federal
CreditState Employees' Credit Union
CreditMortgage Servicers
Handling mortgage obligations and property transfers — 6 institutions
Freedom Mortgage
MortgageloanDepot
MortgageMr. Cooper
MortgageNewrez
MortgagePennymac
MortgageRocket Mortgage
MortgageHSA & FSA Providers
Health savings and flexible spending account distributions — 5 institutions
Fidelity HSA
HSAHealthEquity
HSAHSA Bank
HSALively HSA
HSAOptum Bank
HSAAuto Lenders
Vehicle loan payoffs and title transfers — 6 institutions
Ally Auto
AutoCapital One Auto
AutoChase Auto
AutoFord Motor Credit
AutoGM Financial
AutoToyota Financial
AutoStudent Loan Servicers
Student loan discharge and estate obligations — 5 institutions
Great Lakes (Nelnet)
StudentMOHELA
StudentNavient
StudentNelnet
StudentSoFi
StudentAnnuity Providers
Annuity beneficiary claims and distributions — 4 institutions
Athene
AnnuityGlobal Atlantic
AnnuityJackson National
AnnuityLincoln Financial
AnnuityNeed Help Managing the Process?
EverSettled helps you track which institutions to contact, what documents you need, and guides you through estate settlement step by step.
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