Documentation showing authority, such as Letters of Administration or Letters Testamentary, can be provided by the probate court. Where do I get the death certificate or documentation showing authority?Ī certified copy of the death certificate is generally available from the funeral director who handled the deceased customer’s funeral arrangements, or from the Registry of Births, Deaths and Marriages in the applicable state, county, parish or territory. You can provide a legible photocopy however, depending on the circumstances, we may require a certified copy. Can I provide a photocopy of the death certificate and documentation showing authority? Additional documentation may be needed to show a person has authority to receive account information and/or pay the decedent’s debts from the assets of the decedent’s estate. The death certificate gives us the information needed to verify the customer’s passing, as well as the identity and legal residence of our customer.

Why do I need to provide the death certificate and documentation showing authority?

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