Can a deceased members account be converted to an Estate account or would a new account need to be opened?

An existing members account can be converted to an Estate account.  We would need the supporting documents for the Estate such as the Letters of Testamentary and a copy of the members death certificate.  If the Estate has been assigned a TIN then we would need a copy of the assignment letter.  

Was this article helpful?

/

Can’t find what you’re looking for?

Our team awaits your every question.

Contact Us