What documentation is required from the beneficiary upon the passing of the account holder?

To redeem the funds in the account following the passing of the sole owner, the beneficiary must provide the following:

• Confirmation of the request must be in writing.
• Valid color copy of government-issued ID
• Original Death Certificate
  • Must be mailed to Quontic Bank
  • The beneficiary can email a copy of the death certificate for our records. However, the process of the beneficiary to redeem the funds will not begin until the original death certificate is received.
  • The address to mail the Original Death Certificate

HubSpot Template Title: Deceased Customer: Sole Owner Passed – Beneficiary redeeming Funds (Documentation Needed)