What do you need help with?

Follow

What documentation do I need to open accounts for an Estate?

  • Two forms of identification for the Personal Representative/Estate Executor (signer on the account)
  • Death certificate of decedent (decedent must be a current member with 3Rivers prior to death for the Estate to qualify for membership)
  • Court appointed Personal Representative/Executor documentation
  • IRS Assignment of Estate EIN
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk