Support
Bereavement support
We're sorry for your loss. Our dedicated team will guide you through managing a loved one's accounts.
We’ll guide you through each step
Dealing with a loved one’s finances can feel overwhelming at an already difficult time. Our bereavement team will explain what’s needed, keep things as simple as possible and handle everything with care.
You can notify us by phone, by secure message or in person at our Simi Valley headquarters. We’ll give you a single point of contact who will stay with you until the accounts are settled.
What happens next
Let us know
Tell us online, by phone or in a branch.
Share documents
We'll need a death certificate and proof of your role.
We settle the accounts
Usually within 15 business days of receiving documents.
Documents we’ll need
- Death certificateAn original or certified copy.
- Proof of your roleLetters testamentary or letters of administration, if applicable.
- Your photo ID
- Account detailsIf you have them – we can find them if not.
Frequently asked questions
Ownership usually passes to the surviving account holder. We’ll update the account with minimal fuss.
Funeral expenses can often be paid directly from the account. Talk to us about your situation.