![]() How to Close Your Own Chase AccountĬhase is more transparent than most other banks about how to close an account on behalf of someone who has died. » MORE: It's time to take your pre-planning seriously. You can call the branch ahead of time to make an appointment and make your trip as efficient as possible. The second is to go to a local Chase bank branch. You can call their customer service number at 1-86 from Monday through Friday between 8 a.m. There are two ways to contact Chase to begin the account closure process. Information on where money should be disbursed upon closure of the accounts.A certified copy of the death certificate.The certified letter of testamentary that proves your status as executor.The social security number of the deceased.If you don’t have that information though, Chase can still help you close the deceased’s accounts.Īt a minimum, you’ll need to provide the following information: In an ideal world, you’ll have access to a password manager that contains the login information for all important accounts. If you’ve been appointed as an executor, it may be tricky to figure out what accounts the deceased had and where. Step 3: Gather up necessary personal information about the deceased If not, you can contact the vital records office for certified copies. If a funeral home was involved in the burial of the deceased, you can contact the funeral director for copies of the certificate. Just about every financial institution will need a certified copy of the death certificate. Step 2: Get certified copies of the death certificate Be sure to request several certified copies of the letter of testamentary, as you’ll need to provide copies to multiple entities. This allows you to do things such as cancel gym memberships, cancel credit cards after a death, and close bank accounts. ![]() Once you have done that, the judge will issue you a letter of testamentary.Ī letter of testamentary is a legal document that demonstrates you’ve been legally empowered to serve as executor. Contact your local probate court to find out what steps you need to take in your jurisdiction to file the will. If you’ve been named executor, you need to prove that to banks and other entities. ![]() When people create a will, they usually designate an executor to manage the disposition of their estate. Chase provides a lot of transparency for executors and next-of-kin on their website, but we’ll also give you some additional guidance here: Executor duties include closing accounts, settling debts, and ensuring that assets are properly distributed. When a loved one dies, you may be appointed to be the executor of the estate. How to Close a Deceased Loved One’s Chase Account We have a post-loss checklist that will help you ensure that your loved one's family, estate, and other affairs are taken care of. Tip: The other aspects of handling a loved one's unfinished business can be overwhelming without a way to organize your process. We’ll also break down how to close a Chase account on behalf of a loved one who has passed away. Today, we discuss how to close your account at a Chase bank. In that case, it’s important to know the best way to close your old account. Over time though you may find that a new bank fits your lifestyle better. Closing a Chase Account: Frequently Asked Questions.How to Close a Deceased Loved One’s Chase Account.How secure are your funds? Are there hidden fees or fees for basic services? How many branches are nearby? We all have different needs, and finding the right bank to fit them is important. There are many things to keep in mind when you find the right bank for you. Learn more in our affiliate disclosure.Ĭhoosing a bank is an important and personal decision. As an Amazon Associate, we earn from qualifying purchases. We also may earn commission from purchases made through affiliate links. We follow a strict editorial process to provide you with the best content possible.
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