To get started, you’ll need to contact our Customer Service Center and share some information about the account owner, their date of death, and you and your relationship to the decedent. Once we verify this information, we’ll give you the case number you’ll use when you take the next step by sending us official documentation. (Please note: if the account was originally based in New Jersey, other rules apply. You’ll find full details here.)

Our Customer Service Center is available Monday-Saturday, 8:00 AM to 8:00 PM EST (5:00 AM to 5:00 PM PST) at 833-833-8305.

To help you understand what to expect, we’ve created a helpful guide that takes you step-by-step through this process.