What you can expect
Single point of contact
A single point of contact to walk you through the entire resolution process.
A team of specialists
A team of specialists who regularly handle situations like yours.
Compassion and professionalism
You’ll be treated with understanding and respect.
How to get started
During this difficult time, we’re here to help you settle your loved one’s affairs, so your top priority can be taking care of yourself and your family.
Visit your local U.S. Bank branch or call our 24-Hour Banking. We accept relay calls.
Documents you may need
You’ll need some documentation to get started. Consult this list for reference and connect with our specialists for further advice.
Proof of death
Original or certified copies of the death certificate are the most commonly accepted forms of documentation.
Account information
Available documentation detailing any accounts held with the bank.
Examples include: outstanding U.S. Bank bills, past statements or letters
Documentation regarding authority over your loved one's financial affairs
Documents that show who has authority to act on behalf of your loved one's affairs, estate or trust.
For example, documentation we may accept:
- Probate documentation
- Small estate affidavit/Collection of personal property
- Executor paperwork
- Representative paperwork
- Letters of testamentary
- Trust documents
Additional documentation for home mortgage or loan accounts
- Last will and testament
- Trust documents
You may also need:
- Valid ID (one of the following)
- State driver's license
- State ID card
- U.S. passport
- Military ID
- U.S. alien registration card
Third parties you may need to contact:
You may be asked to contact the following organizations. Consult with your legal professional and/or U.S. Bank specialist to determine the right course of action.
- Social Security Administration
- U.S. Department of Veterans Affairs
- A trust or estate attorney - to understand any trustee duties or executor responsibilities you may have
- Deceased's employer
- Creditors/financial institutions
- Post office - to stop or forward mail
- Qualified tax accountant
Additional information
Have more questions? Please visit Financial IQ for additional information and resources for managing financial matters after a death.
Deposit products offered by U.S. Bank National Association. Member FDIC.
Investment and Insurance products and services including annuities are:
Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency
Equal Housing Lender
year U.S. Bank