Bank of America. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Trust and fiduciary services are provided by Bank of America, N.A. There may be a lot of accounts to close after your loved one dies. When we die, we leave lots of things behind. Finally, you can speak with a representative through Bank of Americas online chat function, which will appear as a blue and white speech bubble at the bottom left of their website. read full answer. To contact BofA's live customer service representatives 24/7, call either (800) 732-9194 or the phone number listed on the back of your Bank of America credit card. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Department of Veterans AffairslayerU.S. Contact Estate Servicing Operationsto speak with our dedicated team. When autocomplete results are available use up and down arrows to review and enter to select. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. Upon approval of all documentation, account(s) may be opened and funds may be transferred to your existing account(s) or disbursed per your instructions. Probate is the process of gathering a decedent's assets, paying the creditors and any taxes owed and then distributing the remainder according to the will (testate distribution) or state law (interstate distribution), as applicable. 9am-9pm EST, M-F 1.800.637.7455 TTY/TDD hearing impaired 1.866.657.3323 Are you looking for your 401 (k)/retirement or equity awards account with Merrill? Insights and guidance for you, your family and your business needs. This information may be used to deliver advertising on our Sites and offline (for example, by phone, email and direct mail) that's customized to meet specific interests you may have. The complexity of the estate and the number of institutions with which the deceased conducted business will help you determine the number of copies you need. By clicking "Accept", you agree to our website's cookie use as described in our Cookie Policy. Youll know that your legacy is being overseen by professionals who are held to the highest fiduciary standard which means they have a duty to act in the sole interest of you and your beneficiaries. We can help you integrate these nonfinancial assets into your overall wealth management plan and manage them through the settlement of your estate. Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (BofA Corp.), and its agents. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Wait for these transactions to clear before closing your account. to the card if you are approved. phone meeting with a Bank of America representative either online or through the mobile app. Provided free of charge to our clients. Investing involves risk. Any additional documents you may have relevant to the account(s) such as a will, trust, birth or marriage certificate. Banking products are provided by Bank of America, N.A. If you're enrolled in this security feature, we sent a notification to your registered device. Make discretionary distributions to beneficiaries. Now you can focus on leaving a legacy instead of a mess. Trust and estate services from Bank of America If the plan created by your estate planning attorney includes a trust, it may be comforting to know that Bank of America may be able to help by serving as trustee or by assisting an individual you may have named to serve as trustee. This reduces the likelihood of fraudulent activity. The complexity of the estate and the number of institutions with which the deceased conducted business will help you determine the number of copies you need. We also recommend you contact your legal advisor for assistance as needed. Terms and conditions apply. The following redemption provisions will only apply if Bank of America administers the rewards program and do not apply to jointly held accounts where there is at least one surviving owner of an account. Decedent's Name: Estate Tax Reporting Number: and U.S. Trust Company of Delaware. We sent an email with the download link to, We sent a text message with the download link to. To redeem rewards on a credit card rewards program administered by Bank of America: Redemption eligibility depends on the final status of the account(s), is subject to the account being paid in full and is in our sole discretion. If mailed, rewards will be sent to the address we have on file for the deceased primary cardholder. Answer some questions and we'll suggest a couple of advisors best suited to your needs. For check copies from your line of credit account, please call us at 800.934.5626. Investment, insurance and annuity products: Then we can provide you with relevant answers. Our expert guidance can make your life a little easier during this time. Banking products are provided by Bank of America, N.A. This process will get you in contact with a live Bank of America representative who should be able to answer your questions or direct you to the appropriate department. Data integrity verifies that the information sent by you to Bank of America wasn't altered during the transfer. If you need to open an estate account, an associate will be happy to help you understand your options during your financial center appointment. Cake values integrity and transparency. Administering a trust and managing its investments are significant and time-consuming responsibilities. To apply for a Bank of America credit card online, visit their credit cards. Stay Informed with. Forbearance/Deferral. Toll-Free Number: 1-800-215-6195 Hours of Operation: Monday through Friday, 9 a.m. to 8 p.m. EST, Saturday, 9:30 a.m. to 6 p.m. EST Credit Card Customer Service Customers needing answers to questions about credit cards can reach a customer service representative 24/7 by calling 1-800-732-9194. Programs, rates, terms and conditions are subject to change without notice. 17803 108th Ave SE, Renton, WA 98055 Hours vary at this location Drive-thru reopening today at 10am (Local time) Directions | Full Details & Services Search near me + Schedule an appointment We know your time is valuable. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. You may send a legible photocopy; however, depending on the circumstances, we may require a certified copy. Bank of America Private Bank is a division of Bank of America, N.A. Provide us with a copy of the death certificate plus any additional documents as required by state law. Our specialists are ready to help at your convenience. This answer was first published on 02/04/22 and it was last updated on 05/13/22. These documents are issued by the court when formal probate of an estate is required under applicable state law. Also, include some information on how you would like to receive the balance on your account. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation. Data delayed 15 minutes unless otherwise indicated (view delay times for all exchanges). Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. As a Merrill client, you have a couple of ways to get in touch with us. RT=Real-Time, EOD=End of Day, PD=Previous Day. Use our financial center locator to find a convenient location or ATM near you. Additional U.S. court/probate documents we may require: While each situation is unique, here are the general steps you can take to make changes on an account of someone who has passed away. Custom tax and cash flow strategies and planning for future generations. For more information about these services and their differences, speak with your Merrill financial advisor. We look forward to working with you and your family. Both are indirect subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. To get it straight from the source, look under the Life Services tab on Bank of Americas website. To obtain this form, please consult your personal legal counsel. How to increase your Bank of America credit card approval odds: If you have your sights set on a card, make sure you know where you stand before applying. Learn more about us. Past performance does not guarantee future results.Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. When you use Bank of America corporate trustee services, your trust will benefit from our expertise in both investment management and trust administration responsibilities. Simply visit the Bank of America home page and select the appropriate link on the sign-in widget - Forgot ID/Password? Belinda McLeod, BA in Secondary Education. Chat can be convenient when youre just browsing on the BofA website, but its much more inconsistent since the chat option will only appear when agents are available. Find out what to do and discover resources to help you cope. Verify your identity in the app now to log in to Online Banking. Driven by a client-first culture, we provide integrated financial solutions, capital markets execution and transformative advice to corporations with more than $2 billion in revenue, financial institutions and government agencies. Get Started By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. If you need your adivsor's contact information, you can search by name. How should I deliver the death certificate to Bank of America? When you arrive at the appointment, make sure you have the deceaseds full legal name and social security number. Calling ahead of time (or discussing the situation with an estate attorney) may make the appointment go smoothly and may keep you from having to return with additional documentation. How are accounts transferred after an account owner dies? Tax Strategies As you accumulate wealth, you should begin to think about ways to minimize estate taxes. Whatever your reasons, here are the steps for closing a Bank of America account of your own.
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