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Frequently asked questions | Estate services


Estate Services

Frequently asked questions

Why do I need to provide the death certificate and documentation showing authority?

The death certificate gives us the information needed to verify the customer’s passing, as well as the identity and legal residence of our customer.  Additional documentation may be needed to show a person has authority to receive account information and/or pay the decedent’s debts from the assets of the decedent’s estate.

Can I provide a photocopy of the death certificate and documentation showing authority?

You can provide a legible photocopy; however, depending on the circumstances, we may require a certified copy.

Where do I get the death certificate or documentation showing authority?

A certified copy of the death certificate is generally available from the funeral director who handled the deceased customer’s funeral arrangements, or from the Registry of Births, Deaths and Marriages in the applicable state, county, parish or territory.  Documentation showing authority, such as Letters of Administration or Letters Testamentary, can be provided by the probate court.  Documentation showing authority also includes declarations or affidavits effectuating the transfer of the estate assets without probate.

What happens once notification is provided?

This may vary depending on the types of accounts/loans the customer had with Chase.   For specific details , contact us and we can advise of the next steps.

Who can provide notification of a customer’s passing?

Anyone – notification can be provided by anyone regardless of relationship.

If I provide the notification, can I obtain account information?

It depends on the type of account, but generally account information will only be provided to certain parties with authority to receive the information, which may include: the Executor/Administrator, Attorney acting on behalf of the Estate or Executor, or a personal representative. If notification is provided by someone other than an authorized party, account information will not be shared.

Can I still use the deposit/credit card  account or line of credit?

This may vary depending on the specific type of account ownership.  Please contact us and we can explain the process as it relates to the account(s).

What other documents might Chase ask for?

It depends on the specific circumstances.  Contact us and we will work with you on what may be required specific to your needs.