Estate Settlement Resources
Banks, Insurers and Lenders to Notify
After someone dies, every bank, insurer and lender that held their accounts needs to be told. Find the phone number and website for each one below, grouped by type.
Banks
Checking, savings and other bank accounts. 25 institutions listed.
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 other brokerage holdings. 10 institutions listed.
Charles Schwab
BrokeragesE*TRADE (Morgan Stanley)
BrokeragesEdward Jones
BrokeragesFidelity Investments
BrokeragesInteractive Brokers
BrokeragesMerrill Lynch
BrokeragesRaymond James
BrokeragesRobinhood
BrokeragesTD Ameritrade
BrokeragesVanguard
BrokeragesLife Insurance Companies
Where beneficiaries file a life insurance claim. 14 institutions listed.
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 accounts. 4 institutions listed.
Empower Retirement
RetirementPrincipal Financial
RetirementT. Rowe Price
RetirementTIAA
RetirementCredit Unions
Credit union accounts and memberships. 8 institutions listed.
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
Who to call about a mortgage on the estate's property. 6 institutions listed.
Freedom Mortgage
MortgageloanDepot
MortgageMr. Cooper
MortgageNewrez
MortgagePennymac
MortgageRocket Mortgage
MortgageHSA & FSA Providers
Health savings and flexible spending accounts. 5 institutions listed.
Fidelity HSA
HSAHealthEquity
HSAHSA Bank
HSALively HSA
HSAOptum Bank
HSAAuto Lenders
Car loan payoffs and title transfers. 6 institutions listed.
Ally Auto
AutoCapital One Auto
AutoChase Auto
AutoFord Motor Credit
AutoGM Financial
AutoToyota Financial
AutoStudent Loan Servicers
Who to tell about outstanding student loans. 5 institutions listed.
Great Lakes (Nelnet)
StudentMOHELA
StudentNavient
StudentNelnet
StudentSoFi
StudentAnnuity Providers
Where beneficiaries claim an annuity. 4 institutions listed.
Athene
AnnuityGlobal Atlantic
AnnuityJackson National
AnnuityLincoln Financial
AnnuityWant help with the rest of the paperwork?
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