Chase Bank Beneficiary Form For Checking Account
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FAQ
With Chase's beneficiary services, you can designate a beneficiary who will inherit the account upon your death. This is a seamless way to ensure that your hard-earned money goes directly to the person you wish to support.
Contact us Death certificate. Proof of your identification, e.g., passport, driver's license, or a valid state issued ID card. Your relationship to the deceased. Deceased person's Social Security number and/or account number.
DECEASED BENEFICIARIES: If one or more designated Beneficiaries has pre- deceased the Account Holder (or if a trust or other legal entity which is a Beneficiary has dissolved or terminated), the TOD Account assets will be distributed among the surviving Beneficiaries in proportion to each of their designated shares.
You will need to provide documentation to prove both that the account holder died and you have the legal authority (as a designated beneficiary, joint account holder or executor/administrator) to access the account.