What to do when a loved one passes away.

Estate accounts are new accounts opened after someone has passed away, into which the Executor/Executrix/Administrator deposits the deceased person’s money from which the deceased person’s debts and bills are paid from.

Requirements for Estate Accounts:

  • Executor/Executrix/Administrator must provide Letters of Administration and an Estate Tax Identification Number (TIN) for account opening.
  • A government issued photo ID for each Executor/Executrix/Administrator will be on the account.
  • Two forms of address verification for primary Executor/Executrix/Administrator.

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Estate Account Application

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