Closing Accounts for a Deceased Loved One
Helping you navigate loss
Our dedicated team at Tyndall is here to help during the difficult time that comes after a loss. We understand that navigating all of the paperwork and processes involved can be challenging so we will help walk you through gathering the necessary documents needed to complete closing the accounts of your loved ones.
Adding designated beneficiaries to an account before someone passes is highly recommended to help ensure that your assets are passed on according to your wishes. If you or your living loved ones do not currently have beneficiaries listed on your accounts, you can do so by completing this form.
If your deceased loved one has a Mortgage or Home Equity loan, a Successor in Interest form may be needed. A Successor in Interest is someone who can make payments and get information on the loan, but they are not responsible for the loan.
Documents You May Need to Complete the Process of Closing a Deceased Member's Account
- Basic Information - such as name, address, phone number
- Death Certificate
- Government Issued Picture ID - such as a Driver's License or Passport
- Court Order or Certificate of Trust
- Successor in Interest Form
Deceased Account Frequently Asked Questions
What should I do if a member has passed away?
What documentation is required to process a deceased member’s account?
What happens to the deceased member’s accounts?
I am a joint owner on the deceased member's account. Can I still access the account?
Are Automatic Payments or Direct Deposits affected?
How are loans or credit cards handled after passing?
Can I get information about a deceased member’s accounts?
How long does it take to remove a deceased member from an account and/or to close their membership?
Who should I contact for more information or assistance?
What happens to account dividends or interest after the member's death?
If a Social Security deposit was returned in error, how can the estate request to receive those funds back?
- Call the Social Security Administration at 1-800-772-1213 or
- Visit your local SSA office.