How to Notify Ameriprise of a Death
Phone or advisor. Contact the decedent's Ameriprise financial advisor directly, or call customer service and say "Estate Settlements" at the prompt to reach the Estate Settlement team.
Ameriprise — contact info
- Estate / bereavement phone
- 800-862-7919
- Hours
- Mon–Fri 7:00 AM – 7:00 PM CT
What Ameriprise requires
Decedent's name and account number(s)
Date of death
Needed to calculate account values as of the date of death.
Executor's name and contact information
Or the person settling the estate.
Claimants' or heirs' names and contact information
Documents
Certified death certificate, Ameriprise estate settlement claim form, and new account paperwork for heirs — the exact list varies by product, ownership, and state, so confirm the complete list with your advisor.
A letter you can send Ameriprise today
Fill these in and the letter below becomes yours — dated today, ready to print and send. Nothing is saved and you don't need an account.
Your letter asks what the institution requires. It won't claim you're authorised to act for the estate — only a court appointment gives you that, and saying so without one can hold up the process.
Ameriprise Financial Re: Notification of Death — Account Holder Robert J. Sample Accounts Held: 1 Dear Estate Services Department, I am writing to notify you of the passing of Robert J. Sample. Robert J. Sample held the following accounts with your institution: 1. Account I, [Your Name], am writing regarding the estate of Robert J. Sample, to ask what your institution requires in order to proceed. I respectfully request the following: 1. That all accounts be flagged to reflect the account holder's passing and that activity be frozen to protect estate assets. 2. That you provide date-of-death valuations for all accounts to establish stepped-up cost basis. 3. That you provide instructions and required forms to transfer or close each account in accordance with your institution's procedures. Enclosed please find the required documents listed below. For reference, I can be reached at the contact information below. Sincerely, [Your Name] [Your Address] [Your Phone] [Your Email] Enclosures: - Certified Death Certificate - Government-issued Identification
Fill in the bracketed lines under your signature before you send it, so Ameriprise can reach you.
Most estates need this same letter for eight or nine institutions, not just Ameriprise. Estate Assist finds them and drafts a letter for each.
Draft the rest of my letters →Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.
Ameriprise death notification FAQ
How do I notify Ameriprise of a death?
Phone or advisor. Contact the decedent's Ameriprise financial advisor directly, or call customer service and say "Estate Settlements" at the prompt to reach the Estate Settlement team.
What documents does Ameriprise require?
Decedent's name and account number(s) Date of death — Needed to calculate account values as of the date of death. Executor's name and contact information — Or the person settling the estate. Claimants' or heirs' names and contact information Documents — Certified death certificate, Ameriprise estate settlement claim form, and new account paperwork for heirs — the exact list varies by product, ownership, and state, so confirm the complete list with your advisor.
What if my loved one had other accounts besides Ameriprise?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against Ameriprise's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Ameriprise's official page before relying on this guide. Estate Assist provides general information, not legal advice.