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IMPORTANT! - Please be aware a DISCONNECT request cannot be issued until a copy of the Death Certificate is received.
NOTE! - Powers of Attorney and Last Will and Testaments are NOT sufficient documentation when the account holder is deceased.
NOTE: Depending on the date of the scheduled withdrawal or if the funds are in “pending” status, we cannot guarantee that the funds will not be withdrawn.
Important: You will receive a follow up email requesting additional documentation within a few days. Once the Estate has been created and letters of administration or executorship have been given, please submit estate documentation as well as a copy of the ID of the executor or administrator using that follow up email.