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How to Transfer or Close an Account for a Deceased Person

How to Transfer or Close an Account for a Deceased Person

To transfer the account:
Executors or Administrators of an estate can open Estate accounts with Truliant in which accounts will be closed and funds transferred to the new Estate account. To initiate this process, please give us a call at 800.822.0382 or stop by a local branch. Please have a copy of the death certificate and Letter of Testamentary/Qualification ready. I would like to transfer or close a deposit account.

To Close the account:
Executors or Administrators of an estate can open Estate accounts with Truliant in which accounts will be closed and funds transferred to the new Estate account. To initiate this process, please give us a call at 800.822.0382 or stop by a local branch. Please have a copy of the death certificate and Letter of Testamentary/Qualification ready.

How to Pay Off a Loan for a Deceased Person

If you are a joint on the loan, you can pay off the loan at any time by visiting our Online Loan Payment Service. If you are not listed on the loan, please call us at 800.822.0382 or stop by a branch. We will need the death certificate and a Letter of Testamentary/Qualification prior to transactions being completed.

Transfer a Loan after a Death

Unfortunately, we cannot transfer a loan. To remove a deceased member from your loan, you must apply to refinance the loan. We would also need a death certificate and Letter of Testamentary/Qualification for ownership changes.